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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011-04-18 23:12 | 2011-04-14 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | BUY | $12.72 | 70,184 | $892,839 | 6,171,691 | +1.2% |
| 2011-04-18 23:58 | 2011-04-15 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer; Chairman, President, CEO | Agricultural Inputs | OPT+S | $130.68 | 70,000 | $9,147,803 | 130,596 | -34.9% |
| 2011-04-19 01:45 | 2011-04-15 | GORO | GOLD RESOURCE CORP | REID DAVID C | Officer; VP of Exploration, Secy/Treas | Other Precious Metals & Mining | SALE | $28.75 | 31,000 | $891,259 | 2,917,757 | -1.1% |
| 2011-04-19 04:45 | 2011-04-14 | IOSP | INNOSPEC INC. | GENDELL JEFFREY L ET AL | 10% owner | Specialty Chemicals | SALE | $32.35 | 200,000 | $6,470,100 | 2,808,651 | -6.6% |
| 2011-04-15 18:18 | 2011-04-13 | KALU | KAISER ALUMINUM CORP | VEBA for Retirees of Kaiser Aluminum | 10% owner | Aluminum | SALE | $47.79 | 13,831 | $661,025 | 3,027,739 | -0.5% |
| 2011-04-15 22:45 | 2011-04-15 | ENRT | Enertopia Corp. | McAllister Robert | Director, Officer; President | Other Industrial Metals & Mining | BUY | $0.20 | 5,000 | $1,000 | 2,455,000 | +0.2% |
| 2011-04-16 00:04 | 2011-04-14 | LWLG | Lightwave Logic, Inc. | Goetz Frederick J Jr | Director, Officer; Senior V.P. & Co-Founder | Specialty Chemicals | SALE | $1.13 | 57,248 | $64,914 | 3,221,667 | -1.7% |
| 2011-04-15 18:22 | 2011-04-14 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $55.13 | 150,000 | $8,270,130 | 81,124,190 | -0.2% |
| 2011-04-15 21:23 | 2011-04-13 | GORO | GOLD RESOURCE CORP | REID DAVID C | Officer; VP of Exploration, Secy/Treas | Other Precious Metals & Mining | SALE | $27.07 | 24,500 | $663,110 | 2,948,757 | -0.8% |
| 2011-04-15 23:46 | 2011-04-15 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $28.75 | 5,000 | $143,750 | 25,915 | +23.9% |
| 2011-04-15 01:17 | 2011-04-14 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $28.92 | 5,915 | $171,056 | 20,915 | +39.4% |
| 2011-04-14 00:28 | 2011-04-11 | RGLD | ROYAL GOLD INC | DEMPSEY STANLEY | Director | Gold | SALE | $53.85 | 5,000 | $269,250 | 151,988 | -3.2% |
| 2011-04-14 03:48 | 2011-04-13 | UAN | CVR PARTNERS, LP | Muller Frank M. Jr. | Director | Agricultural Inputs | BUY | $16.00 | 21,875 | $350,000 | 21,875 | +100.0% |
| 2011-04-14 03:58 | 2011-04-13 | UAN | CVR PARTNERS, LP | LIPINSKI JOHN J | Director, Officer; President and CEO | Agricultural Inputs | BUY | $16.00 | 187,500 | $3,000,000 | 125,000 | +100.0% |
| 2011-04-14 04:03 | 2011-04-13 | UAN | CVR PARTNERS, LP | RIEMANN STANLEY A | Officer; Chief Operating Officer | Agricultural Inputs | BUY | $16.00 | 60,000 | $960,000 | 60,000 | +100.0% |
| 2011-04-14 03:52 | 2011-04-13 | UAN | CVR PARTNERS, LP | VICK KEVAN A | Officer; Executive Vice President | Agricultural Inputs | BUY | $16.00 | 18,750 | $300,000 | 18,750 | +100.0% |
| 2011-04-14 03:50 | 2011-04-13 | UAN | CVR PARTNERS, LP | SWANBERG CHRISTOPHER G | Officer; Vice President | Agricultural Inputs | BUY | $16.00 | 15,000 | $240,000 | 15,000 | +100.0% |
| 2011-04-13 19:33 | 2011-04-11 | KALU | KAISER ALUMINUM CORP | VEBA for Retirees of Kaiser Aluminum | 10% owner | Aluminum | SALE | $49.20 | 37,406 | $1,840,431 | 3,041,570 | -1.2% |
| 2011-04-14 04:00 | 2011-04-13 | UAN | CVR PARTNERS, LP | Morgan Edward | Officer; CFO and Treasurer | Agricultural Inputs | BUY | $16.00 | 2,750 | $44,000 | 500 | +100.0% |
| 2011-04-13 23:09 | 2011-04-11 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | BUY | $12.63 | 19,604 | $247,587 | 6,229,275 | +0.3% |
| 2011-04-14 03:55 | 2011-04-13 | UAN | CVR PARTNERS, LP | ECTON DONNA R | Director | Agricultural Inputs | BUY | $16.00 | 12,500 | $200,000 | 12,500 | +100.0% |
| 2011-04-13 01:04 | 2011-04-08 | CTGO | Contango ORE, Inc. | Gillen Donald | 10% owner | Gold | BUY | $17.84 | 626 | $11,168 | 107,576 | +0.6% |
| 2011-04-13 01:26 | 2011-04-08 | TMGH | THUNDER MOUNTAIN GOLD INC | Jones Eric T | Director, Officer; CFO | Other Precious Metals & Mining | BUY | $0.30 | 6,000 | $1,800 | 1,985,577 | +0.3% |
| 2011-04-13 04:28 | 2011-04-08 | RMES | RED METAL RESOURCES, LTD. | Jeffs Caitlin | Director, Officer, 10% owner; CEO and President | Other Industrial Metals & Mining | BUY | $0.30 | 83,333 | $25,000 | 2,521,996 | +3.4% |
| 2011-04-13 04:27 | 2011-04-08 | RMES | RED METAL RESOURCES, LTD. | Thompson Michael | Director, Officer; Vice President of Exploration | Other Industrial Metals & Mining | BUY | $0.30 | 83,333 | $25,000 | 916,278 | +10.0% |
| 2011-04-13 04:30 | 2011-04-08 | RMES | RED METAL RESOURCES, LTD. | daCosta Joao | Officer; Chief Financial Officer | Other Industrial Metals & Mining | BUY | $0.30 | 266,667 | $80,000 | 743,691 | +55.9% |
| 2011-04-13 04:26 | 2011-04-08 | RMES | RED METAL RESOURCES, LTD. | JEFFS RICHARD | 10% owner | Other Industrial Metals & Mining | BUY | $0.30 | 833,334 | $250,000 | 3,738,785 | +28.7% |
| 2011-04-11 18:29 | 2011-04-07 | KALU | KAISER ALUMINUM CORP | VEBA for Retirees of Kaiser Aluminum | 10% owner | Aluminum | SALE | $49.51 | 70,181 | $3,474,528 | 3,078,976 | -2.2% |
| 2011-04-09 01:07 | 2011-04-06 | HUN | Huntsman CORP | Moore James Richard | Officer; Exec VP, GC and Sec | Chemicals | SALE | $18.00 | 6,865 | $123,570 | 81,683 | -7.8% |
| 2011-04-09 01:04 | 2011-04-06 | HUN | Huntsman CORP | Healy Lawrence Russell | Officer; VP and Controller | Chemicals | OPT+S | $18.00 | 22,676 | $408,168 | 113,594 | -16.6% |
| 2011-04-07 18:43 | 2011-04-05 | KALU | KAISER ALUMINUM CORP | VEBA for Retirees of Kaiser Aluminum | 10% owner | Aluminum | SALE | $49.16 | 109,298 | $5,373,396 | 3,149,157 | -3.4% |
| 2011-04-07 21:19 | 2011-04-06 | SCL | STEPAN CO | VENEGONI JOHN V | Officer; VP/GM Surfactants | Specialty Chemicals | OPT+S | $74.96 | 2,000 | $149,920 | 24,837 | -7.5% |
| 2011-04-08 01:57 | 2011-04-06 | ENRT | Enertopia Corp. | BUNKA CHRISTOPHER | Director, Officer, 10% owner; Chairman/CEO | Other Industrial Metals & Mining | BUY | $0.25 | 5,000 | $1,250 | 800,000 | +0.6% |
| 2011-04-08 01:15 | 2011-04-05 | WDFC | WD 40 CO | NOBLE WILLIAM B | Officer; Managing Director, Europe | Specialty Chemicals | OPT+S | $43.71 | 5,153 | $225,217 | 17,405 | -22.8% |
| 2011-04-05 22:52 | 2011-04-04 | SMG | SCOTTS MIRACLE-GRO CO | Evans David C | Officer; CFO & EVP Strategy & Bus Dev | Agricultural Inputs | OPT+S | $59.50 | 26,190 | $1,558,305 | 50,512 | -34.1% |
| 2011-04-05 18:52 | 2011-04-01 | KALU | KAISER ALUMINUM CORP | VEBA for Retirees of Kaiser Aluminum | 10% owner | Aluminum | SALE | $49.06 | 48,483 | $2,378,377 | 3,258,455 | -1.5% |
| 2011-04-05 22:55 | 2011-04-01 | KOP | Koppers Holdings Inc. | Turner Walter W | Director, Officer; President and CEO | Specialty Chemicals | SALE | $42.86 | 10,000 | $428,600 | 271,372 | -3.6% |
| 2011-04-05 23:52 | 2011-04-01 | MOS | MOSAIC CO | BEUG NORMAN B | Officer; Senior Vice President | Agricultural Inputs | SALE | $79.50 | 3,280 | $260,760 | 86,814 | -3.6% |
| 2011-04-05 23:32 | 2011-04-01 | URRE | WESTWATER RESOURCES, INC. | VAN HORN RICHARD A | Officer; Executive Vice President | Other Industrial Metals & Mining | SALE | $2.03 | 10,000 | $20,300 | 209,744 | -4.6% |
| 2011-04-06 00:12 | 2011-04-01 | SCL | STEPAN CO | VENEGONI JOHN V | Officer; VP/GM Surfactants | Specialty Chemicals | OPT+S | $72.96 | 2,000 | $145,920 | 24,837 | -7.5% |
| 2011-04-04 23:03 | 2011-04-04 | THMG | THUNDER MOUNTAIN GOLD INC | Jones Eric T | Director, Officer; CFO | Other Precious Metals & Mining | BUY | $0.27 | 1,000 | $270 | 1,979,577 | +0.1% |
| 2011-04-04 19:47 | 2011-03-31 | ODC | Oil-Dri Corp of America | COFSKY THOMAS F | Officer; Vice President | Specialty Chemicals | OPT+S | $21.13 | 4,563 | $96,439 | 512 | -89.9% |
| 2011-04-04 19:44 | 2011-04-01 | ODC | Oil-Dri Corp of America | COFSKY THOMAS F | Officer; Vice President | Specialty Chemicals | OPT+S | $20.99 | 4,037 | $84,744 | 512 | -88.7% |
| 2011-04-05 02:15 | 2011-04-01 | AVD | AMERICAN VANGUARD CORP | SODERLIND CARL R | Director | Agricultural Inputs | SALE | $8.66 | 1,000 | $8,660 | 66,791 | -1.5% |
| 2011-04-05 01:21 | 2011-03-31 | WDFC | WD 40 CO | NOBLE WILLIAM B | Officer; Managing Director, Europe | Specialty Chemicals | OPT+S | $42.30 | 3,000 | $126,900 | 17,405 | -14.7% |
| 2011-04-02 02:59 | 2011-03-30 | CTGO | Contango ORE, Inc. | Gillen Donald | 10% owner | Gold | BUY | $17.00 | 341 | $5,797 | 106,950 | +0.3% |
| 2011-04-01 18:09 | 2011-03-30 | KALU | KAISER ALUMINUM CORP | VEBA for Retirees of Kaiser Aluminum | 10% owner | Aluminum | SALE | $49.13 | 98,620 | $4,845,240 | 3,306,938 | -2.9% |
| 2011-04-01 16:39 | 2011-03-31 | LXU | LSB INDUSTRIES, INC. | ADAMS MICHAEL G | Officer; VP/Corporate Controller | Chemicals | SALE | $39.45 | 5,000 | $197,250 | 4,600 | -52.1% |
| 2011-03-31 22:28 | 2011-03-30 | RS | RELIANCE, INC. | Tenenbaum Sheldon U. | Officer; Sr. VP, Supplier Development | Steel | SALE | $58.27 | 1,000 | $58,270 | 9,650 | -9.4% |
| 2011-04-01 01:07 | 2011-03-31 | LXU | LSB INDUSTRIES, INC. | MURRAY JAMES WILLIAM III | Officer; VP/Sr Assoc Gen Couns/Asst Sec | Chemicals | SALE | $39.80 | 1,300 | $51,740 | 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.