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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011-03-31 17:27 | 2011-03-03 | IOSP | INNOSPEC INC. | HESSNER CATHERINE | Officer; Senior VP - Human Resources | Specialty Chemicals | OPT+S | $26.60 | 515 | $13,700 | 24,338 | -2.1% |
| 2011-03-31 18:22 | 2011-03-30 | CMT | CORE MOLDING TECHNOLOGIES INC | O'Donovan Terrence James | Officer; VP, Marketing and Sales | Specialty Chemicals | BUY | $7.70 | 800 | $6,160 | 40,510 | +2.0% |
| 2011-04-01 00:16 | 2011-03-30 | LXU | LSB INDUSTRIES, INC. | GOLSEN JACK E | Director, Officer, 10% owner; Chairman of the Board and CEO | Chemicals | SALE | $39.25 | 72,046 | $2,827,806 | 391,680 | -15.5% |
| 2011-03-30 23:43 | 2011-03-28 | VGZ | VISTA GOLD CORP | SPROTT INC. | 10% owner | Gold | SALE | $3.93 | 1,100 | $4,323 | 4,689,390 | 0.0% |
| 2011-03-30 23:33 | 2011-03-29 | GFRE | GULF RESOURCES, INC. | HAP Trading, LLC | 10% owner | Chemicals | SALE | $6.23 | 403,851 | $2,514,497 | 4,100,879 | -9.0% |
| 2011-03-30 21:52 | 2011-03-09 | LXU | LSB INDUSTRIES, INC. | RYDLUND PAUL | Officer; Senior Vice President | Chemicals | OPT+S | $36.04 | 3,500 | $126,140 | 0 | -100.0% |
| 2011-03-30 23:56 | 2011-03-28 | IPI | Intrepid Potash, Inc. | WHYTE JAMES N | Officer; Executive VP - HR & Risk Mngmt | Agricultural Inputs | SALE | $33.73 | 3,000 | $101,190 | 38,808 | -7.2% |
| 2011-03-30 22:51 | 2011-03-28 | KALU | KAISER ALUMINUM CORP | VEBA for Retirees of Kaiser Aluminum | 10% owner | Aluminum | SALE | $48.90 | 86,462 | $4,227,784 | 3,405,558 | -2.5% |
| 2011-03-30 17:37 | 2011-03-24 | KALU | KAISER ALUMINUM CORP | VEBA for Retirees of Kaiser Aluminum | 10% owner | Aluminum | SALE | $49.27 | 31,960 | $1,574,519 | 3,492,020 | -0.9% |
| 2011-03-30 20:05 | 2011-03-28 | LXU | LSB INDUSTRIES, INC. | BROWN ROBERT C MD | Director | Chemicals | SALE | $40.00 | 20,000 | $800,000 | 40,727 | -32.9% |
| 2011-03-30 00:54 | 2011-03-25 | CTGO | Contango ORE, Inc. | Gillen Donald | 10% owner | Gold | BUY | $17.00 | 2,040 | $34,680 | 106,609 | +2.0% |
| 2011-03-30 00:16 | 2011-03-25 | HUN | Huntsman CORP | Moore James Richard | Officer; Exec VP, GC and Sec | Chemicals | SALE | $18.00 | 1,476 | $26,568 | 88,548 | -1.6% |
| 2011-03-30 01:57 | 2011-03-25 | LXU | LSB INDUSTRIES, INC. | SHEAR DAVID MICHAEL | Officer; Senior VP/General Counsel/Sec | Chemicals | SALE | $39.50 | 5,000 | $197,500 | 40,581 | -11.0% |
| 2011-03-29 22:52 | 2011-03-25 | LXU | LSB INDUSTRIES, INC. | TEPPER MICHAEL DAWE | Officer; Sr. VP-Int'l Operations | Chemicals | SALE | $39.90 | 5,000 | $199,500 | 37,000 | -11.9% |
| 2011-03-29 23:25 | 2011-03-25 | NEM | NEWMONT Corp /DE/ | SANTA CRUZ CARLOS | Officer; SVP, South American Operations | Gold | OPT+S | $54.34 | 10,000 | $543,438 | 44,645 | -18.3% |
| 2011-03-29 19:26 | 2011-03-25 | CMT | CORE MOLDING TECHNOLOGIES INC | O'Donovan Terrence James | Officer; VP, Marketing and Sales | Specialty Chemicals | BUY | $7.25 | 800 | $5,800 | 39,710 | +2.1% |
| 2011-03-28 17:41 | 2011-03-24 | DRAM | U.S. GOLD CORP. | Giordano Rose Ann | Director | Gold | BUY | $2.26 | 3,000 | $6,765 | 5,361 | +127.1% |
| 2011-03-28 17:10 | 2011-03-24 | LXU | LSB INDUSTRIES, INC. | GOSS DAVID R | Director, Officer; Ex VP-Operations/Asst Sec | Chemicals | SALE | $38.52 | 40,000 | $1,540,800 | 131,690 | -23.3% |
| 2011-03-29 01:37 | 2011-03-28 | LXU | LSB INDUSTRIES, INC. | JONES JIMMIE D | Officer; Sr VP/Treasurer | Chemicals | OPT+S | $39.90 | 15,000 | $598,500 | 50,000 | -23.1% |
| 2011-03-29 00:28 | 2011-03-25 | LXU | LSB INDUSTRIES, INC. | RAPPAPORT LINDA F | 10% owner | Chemicals | SALE | $39.42 | 20,000 | $788,400 | 81,433 | -19.7% |
| 2011-03-25 22:54 | 2011-03-22 | GFRE | GULF RESOURCES, INC. | HAP Trading, LLC | 10% owner | Chemicals | SALE | $8.04 | 412,316 | $3,313,371 | 4,504,730 | -8.4% |
| 2011-03-26 01:26 | 2011-03-23 | ODC | Oil-Dri Corp of America | COFSKY THOMAS F | Officer; Vice President | Specialty Chemicals | OPT+S | $20.97 | 10,150 | $212,880 | 512 | -95.2% |
| 2011-03-24 20:24 | 2011-03-23 | FF | FutureFuel Corp. | Dortch Samuel | Officer; Exec. VP & Gen. Manager FFCC | Specialty Chemicals | BUY | $10.25 | 11,700 | $119,925 | 34,816 | +50.6% |
| 2011-03-25 00:20 | 2011-03-22 | HUN | Huntsman CORP | Stolle Russell R | Officer; Sr. VP & Deputy GC | Chemicals | OPT+S | $17.00 | 25,314 | $430,411 | 57,203 | -30.7% |
| 2011-03-24 19:15 | 2011-03-23 | LXU | LSB INDUSTRIES, INC. | TEPPER MICHAEL DAWE | Officer; Sr. VP-Int'l Operations | Chemicals | SALE | $35.96 | 8,000 | $287,680 | 42,000 | -16.0% |
| 2011-03-24 20:23 | 2011-03-23 | FF | FutureFuel Corp. | MIKLES LEE E | Director, Officer; CEO and President | Specialty Chemicals | BUY | $10.13 | 2,000 | $20,260 | 2,077,100 | +0.1% |
| 2011-03-23 21:31 | 2011-03-21 | BCPC | BALCHEM CORP | Richardson Paul H | Officer; VP, R&D | Specialty Chemicals | OPT+S | $34.02 | 10,749 | $365,681 | 24,515 | -30.5% |
| 2011-03-24 00:42 | 2011-03-21 | HUN | Huntsman CORP | Genton Andre C | Officer; Division President | Chemicals | OPT+S | $17.03 | 102,798 | $1,750,218 | 2,040 | -98.1% |
| 2011-03-23 21:11 | 2011-03-21 | MTRN | MATERION Corp | MADAR WILLIAM P | Director | Other Industrial Metals & Mining | SALE | $40.79 | 2,000 | $81,583 | 17,485 | -10.3% |
| 2011-03-22 19:24 | 2011-03-21 | SMG | SCOTTS MIRACLE-GRO CO | Brockman Vincent C | Officer; EVP, GC and Secretary | Agricultural Inputs | OPT+S | $57.20 | 3,081 | $176,233 | 45,212 | -6.4% |
| 2011-03-22 23:49 | 2011-03-18 | IPI | Intrepid Potash, Inc. | HARVEY HUGH E JR | Director, 10% owner | Agricultural Inputs | SALE | $33.74 | 459,729 | $15,510,061 | 10,936,000 | -4.0% |
| 2011-03-22 23:37 | 2011-03-21 | LXU | LSB INDUSTRIES, INC. | SHELBY ANTONIO M | Director, Officer; Exec VP-Fin/CFO | Chemicals | SALE | $36.02 | 25,000 | $900,500 | 19,000 | -56.8% |
| 2011-03-22 19:25 | 2011-03-21 | FTFL-OB | FutureFuel Corp. | LEVY EDWIN A | Director | Specialty Chemicals | BUY | $9.97 | 2,300 | $22,941 | 274,550 | +0.8% |
| 2011-03-22 20:41 | 2011-03-22 | CF | CF Industries Holdings, Inc. | KUHBACH ROBERT G | Director | Agricultural Inputs | BUY | $124.52 | 250 | $31,130 | 973 | +34.6% |
| 2011-03-21 18:32 | 2010-08-17 | PHD | Pioneer Floating Rate Fund, Inc. | BANK OF AMERICA CORP /DE/ | 10% owner | Gold | SALE | $12.16 | 4,840 | $58,860 | 0 | -100.0% |
| 2011-03-21 18:32 | 2010-08-17 | PHD | Pioneer Floating Rate Fund, Inc. | BANK OF AMERICA CORP /DE/ | 10% owner | Gold | BUY | $12.32 | 4,840 | $59,620 | 250 | +100.0% |
| 2011-03-21 22:35 | 2011-03-18 | SXT | SENSIENT TECHNOLOGIES CORP | HAMMOND JOHN L | Officer; Senior VP, Gen Counsel & Secy | Specialty Chemicals | SALE | $33.95 | 16,230 | $550,958 | 71,518 | -18.5% |
| 2011-03-21 18:19 | 2011-03-18 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $54.06 | 45,400 | $2,454,306 | 81,274,190 | -0.1% |
| 2011-03-18 23:30 | 2011-03-17 | VGZ | VISTA GOLD CORP | SPROTT INC. | 10% owner | Gold | SALE | $3.30 | 13,000 | $42,900 | 4,687,490 | -0.3% |
| 2011-03-19 00:58 | 2011-03-16 | IPI | Intrepid Potash, Inc. | HARVEY HUGH E JR | Director, 10% owner | Agricultural Inputs | SALE | $33.79 | 540,271 | $18,253,164 | 11,395,729 | -4.5% |
| 2011-03-19 02:13 | 2011-03-16 | LXU | LSB INDUSTRIES, INC. | TEPPER MICHAEL DAWE | Officer; Sr. VP-Int'l Operations | Chemicals | SALE | $35.33 | 2,000 | $70,660 | 50,000 | -3.8% |
| 2011-03-18 17:42 | 2011-03-17 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $54.00 | 4,600 | $248,400 | 81,319,590 | 0.0% |
| 2011-03-17 20:40 | 2011-03-15 | MERC | MERCER INTERNATIONAL INC. | Isacsson Claes Inge | Officer; Chief Operating Officer | Paper & Paper Products | SALE | $11.99 | 11,000 | $131,852 | 33,466 | -24.7% |
| 2011-03-18 00:33 | 2011-03-16 | GPRE | Green Plains Inc. | Peterson Brian | Director | Chemicals | SALE | $11.78 | 65,000 | $765,700 | 129,474 | -33.4% |
| 2011-03-17 03:26 | 2011-03-14 | CTGO | Contango ORE, Inc. | Gillen Donald | 10% owner | Gold | BUY | $17.00 | 24,661 | $419,237 | 104,569 | +30.9% |
| 2011-03-17 00:07 | 2011-03-14 | SMG | SCOTTS MIRACLE-GRO CO | Brockman Vincent C | Officer; EVP, GC and Secretary | Agricultural Inputs | OPT+S | $57.20 | 15,200 | $869,440 | 45,212 | -25.2% |
| 2011-03-16 20:35 | 2011-03-14 | MERC | MERCER INTERNATIONAL INC. | Isacsson Claes Inge | Officer; Chief Operating Officer | Paper & Paper Products | SALE | $12.32 | 21,000 | $258,760 | 44,466 | -32.1% |
| 2011-03-17 03:39 | 2011-03-15 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer; Chairman, President, CEO | Agricultural Inputs | OPT+S | $120.95 | 40,000 | $4,838,144 | 130,596 | -23.4% |
| 2011-03-16 23:06 | 2011-03-15 | WLK | WESTLAKE CORP | Kenner Andrew | Officer; VP - Manufacturing | Specialty Chemicals | OPT+S | $47.87 | 9,319 | $446,101 | 12,447 | -42.8% |
| 2011-03-16 23:05 | 2011-03-14 | WLK | WESTLAKE CORP | Taylor Jeffrey L | Officer; Sr VP, Polyethylene | Specialty Chemicals | SALE | $49.93 | 2,959 | $147,754 | 20,237 | -12.8% |
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.