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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.

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Filing Date Trade Date Ticker Company Name Reporting Person Relationship Industry Type Price Qty Total, $ Owned After Change, %
2011-03-16 23:04 2011-03-15 WLK WESTLAKE CORP Chao James Director, Officer, 10% owner; Chairman Specialty Chemicals OPT+S $50.20 49,007 $2,460,151 96,607 -33.7%
2011-03-16 23:25 2011-03-14 URRE WESTWATER RESOURCES, INC. MARXE AUSTIN W & GREENHOUSE DAVID M 10% owner Other Industrial Metals & Mining SALE $1.70 1,000,000 $1,700,000 8,890,900 -10.1%
2011-03-16 00:41 2011-03-14 LWLG Lightwave Logic, Inc. Goetz Frederick J Jr Director, Officer; Chief Science Officer Specialty Chemicals SALE $1.39 16,002 $22,243 3,278,915 -0.5%
2011-03-15 22:35 2011-03-14 ENRT Enertopia Corp. BUNKA CHRISTOPHER Director, Officer, 10% owner; Chairman/CEO Other Industrial Metals & Mining BUY $0.16 30,000 $4,800 795,000 +3.9%
2011-03-15 03:32 2011-03-01 AVD AMERICAN VANGUARD CORP SODERLIND CARL R Director Agricultural Inputs SALE $8.09 1,000 $8,090 67,791 -1.5%
2011-03-14 18:24 2011-03-11 K KELLANOVA KELLOGG W K FOUNDATION TRUST 10% owner Gold SALE $55.14 125,400 $6,914,155 81,324,190 -0.2%
2011-03-15 02:33 2011-03-14 VHI VALHI INC /DE/ SIMMONS HAROLD C Director, Officer, 10% owner; Chairman of the Board Chemicals BUY $21.17 6,000 $126,995 379,716 +1.6%
2011-03-12 00:43 2011-03-09 RGLD ROYAL GOLD INC DEMPSEY STANLEY Director Gold SALE $49.99 5,000 $249,950 156,988 -3.1%
2011-03-12 00:50 2011-03-09 FTFL FutureFuel Corp. Revelation Special Situations Fund Ltd 10% owner Specialty Chemicals BUY $10.06 20,850 $209,732 6,248,879 +0.3%
2011-03-12 02:19 2011-03-11 CMP COMPASS MINERALS INTERNATIONAL INC Bryan Ronald Officer; VP and General Manager Other Industrial Metals & Mining OPT+S $86.48 1,075 $92,966 7,158 -13.1%
2011-03-12 01:42 2011-03-11 CMP COMPASS MINERALS INTERNATIONAL INC GOADBY DAVID J Officer; Vice President Other Industrial Metals & Mining OPT+S $86.48 2,540 $219,659 30,666 -7.6%
2011-03-12 01:38 2011-03-11 CMP COMPASS MINERALS INTERNATIONAL INC CLARK KEITH E Officer; Vice President Other Industrial Metals & Mining OPT+S $86.48 2,540 $219,659 37,967 -6.3%
2011-03-12 01:35 2011-03-11 CMP COMPASS MINERALS INTERNATIONAL INC UNDERDOWN RODNEY L Officer; Vice President & CFO Other Industrial Metals & Mining OPT+S $86.48 2,540 $219,659 48,929 -4.9%
2011-03-12 03:00 2011-03-11 CMP COMPASS MINERALS INTERNATIONAL INC BRISIMITZAKIS ANGELO C Director, Officer; Chief Executive Officer Other Industrial Metals & Mining OPT+S $86.48 3,538 $305,966 40,557 -8.0%
2011-03-11 19:38 2011-03-10 K KELLANOVA KELLOGG W K FOUNDATION TRUST 10% owner Gold SALE $54.93 68,500 $3,762,500 81,449,590 -0.1%
2011-03-11 01:29 2011-03-08 SCL STEPAN CO Servatius Gregory Officer; VP of Human Resources Specialty Chemicals SALE $71.99 2,500 $179,975 19,513 -11.4%
2011-03-11 01:49 2011-03-08 EXP EAGLE MATERIALS INC Graass James H Officer; EVP & General Counsel Building Materials OPT+S $31.39 35,028 $1,099,413 64,568 -35.2%
2011-03-11 00:07 2011-03-08 WLK WESTLAKE CORP Mangieri George J Officer; VP & Chief Accounting Officer Specialty Chemicals OPT+S $48.66 3,225 $156,924 25,755 -11.1%
2011-03-11 00:07 2011-03-09 WLK WESTLAKE CORP Wallace Stephen Officer; VP, General Counsel, Secretary Specialty Chemicals OPT+S $50.09 1,388 $69,525 27,831 -4.8%
2011-03-10 20:32 2011-03-09 LXU LSB INDUSTRIES, INC. ACKERMAN RAYMOND BASIL Director Chemicals SALE $36.00 1,000 $36,000 7,600 -11.6%
2011-03-11 04:10 2011-03-08 LYB LyondellBasell Industries N.V. ARES CORPORATE OPPORTUNITIES FUND III LP Director Specialty Chemicals SALE $40.22 34,500 $1,387,590 18,604,709 -0.2%
2011-03-10 19:48 2011-03-09 K KELLANOVA KELLOGG W K FOUNDATION TRUST 10% owner Gold SALE $54.91 31,100 $1,707,810 81,518,090 0.0%
2011-03-10 21:48 2011-03-09 NEM NEWMONT Corp /DE/ Johnson Roger Officer; Vice President & CAO Gold OPT+S $52.95 38,098 $2,017,289 11,535 -76.8%
2011-03-11 02:56 2011-03-07 LXU LSB INDUSTRIES, INC. RHODES HORACE G Director Chemicals SALE $35.19 500 $17,595 0 -100.0%
2011-03-10 03:36 2011-03-07 LXU LSB INDUSTRIES, INC. Golsen Family LLC 10% owner Chemicals SALE $35.15 100,000 $3,515,340 453,976 -18.1%
2011-03-09 22:56 2011-03-08 SHW SHERWIN WILLIAMS CO Oberfeld Steven J Officer; Sr. VP-Corp Plan & Development Specialty Chemicals OPT+S $81.65 13,707 $1,119,177 95,337 -12.6%
2011-03-10 00:36 2011-03-07 HUN Huntsman CORP Moore James Richard Officer; Exec VP, GC and Sec Chemicals SALE $17.28 10,806 $186,728 90,024 -10.7%
2011-03-09 22:11 2011-03-07 LXU LSB INDUSTRIES, INC. SHEAR DAVID MICHAEL Officer; Senior VP/General Counsel/Sec Chemicals SALE $35.69 15,000 $535,325 45,581 -24.8%
2011-03-10 03:37 2011-03-07 LXU LSB INDUSTRIES, INC. JONES JIMMIE D Officer; Sr VP/Treasurer Chemicals SALE $36.00 15,000 $540,000 50,000 -23.1%
2011-03-09 18:16 2011-03-07 POL AVIENT CORP MOONEY EDWARD J Director Specialty Chemicals SALE $14.03 100,000 $1,402,680 30,000 -76.9%
2011-03-10 03:54 2011-03-07 LXU LSB INDUSTRIES, INC. GOLSEN STEVEN 10% owner Chemicals OPT+S $35.64 30,573 $1,089,469 0 -100.0%
2011-03-10 03:35 2011-03-07 LXU LSB INDUSTRIES, INC. GOLSEN BARRY H Director, Officer, 10% owner; President and COO Chemicals SALE $35.16 34,323 $1,206,769 59,576 -36.6%
2011-03-10 03:33 2011-03-07 LXUI LSB INDUSTRIES, INC. GOLSEN JACK E Director, Officer, 10% owner; Chairman of the Board and CEO Chemicals SALE $35.15 100,000 $3,515,340 453,976 -18.1%
2011-03-10 03:34 2011-03-07 LXU LSB INDUSTRIES, INC. RAPPAPORT LINDA F 10% owner Chemicals SALE $35.05 24,323 $852,526 59,575 -29.0%
2011-03-08 23:55 2011-03-04 EMN EASTMAN CHEMICAL CO Lindsay Ronald Carter Officer; EVP,Perf.Chem,Int. & Op Suprt Specialty Chemicals OPT+S $96.67 5,934 $573,640 20,244 -22.7%
2011-03-08 22:00 2011-03-04 BCPC BALCHEM CORP Richardson Paul H Officer; VP, Research & Development Specialty Chemicals OPT+S $35.52 6,351 $225,585 24,515 -20.6%
2011-03-08 22:36 2011-03-04 OLN OLIN Corp Greer GBruce Officer; VP,Strategic Plan.&Info. Tech. Chemicals SALE $19.70 3,931 $77,441 3,380 -53.8%
2011-03-09 00:20 2011-03-07 WLK WESTLAKE CORP Mangieri George J Officer; VP & Chief Accounting Officer Specialty Chemicals OPT+S $50.02 1,901 $95,090 25,755 -6.9%
2011-03-08 22:36 2011-03-04 OLN OLIN Corp MCINTOSH JOHN L Officer; Sr. Vice President, Operations Chemicals SALE $19.75 6,500 $128,375 20,251 -24.3%
2011-03-07 23:56 2011-03-03 EMN EASTMAN CHEMICAL CO Chung Michael HK Officer; SVP, Chief Intnal Ventures Off Specialty Chemicals SALE $97.62 6,347 $619,594 0 -100.0%
2011-03-08 00:52 2011-03-02 NTIC NORTHERN TECHNOLOGIES INTERNATIONAL CORP INTER ALIA HOLDING CO 10% owner Specialty Chemicals SALE $15.98 5,000 $79,900 611,668 -0.8%
2011-03-08 01:40 2011-03-03 MTX MINERALS TECHNOLOGIES INC WILKINS WILLIAM JS Officer; SENIOR VICE PRESIDENT Specialty Chemicals OPT+S $65.90 18,546 $1,222,181 11,723 -61.3%
2011-03-07 22:43 2011-03-03 EMN EASTMAN CHEMICAL CO Costa Mark J Officer; EVP,SpPoly,Ctg/Adh,ChfMktg Off Specialty Chemicals OPT+S $97.15 17,400 $1,690,370 17,230 -50.2%
2011-03-07 21:57 2011-03-04 MERC MERCER INTERNATIONAL INC. Cooper David Michael Officer; VP Sales & Marketing, Europe Paper & Paper Products SALE $14.08 31,056 $437,352 33,090 -48.4%
2011-03-08 03:20 2011-03-03 EXP EAGLE MATERIALS INC Powers David B Officer; Executive Vice President Building Materials OPT+S $32.40 19,866 $643,623 11,260 -63.8%
2011-03-08 03:19 2011-03-04 EXP EAGLE MATERIALS INC Graass James H Officer; EVP & General Counsel Building Materials OPT+S $32.06 13,452 $431,298 64,568 -17.2%
2011-03-07 19:06 2011-03-03 SCL STEPAN CO WOOD ROBERT JOHN Officer; V.P. & General Manager Specialty Chemicals SALE $71.25 4,000 $285,000 6,563 -37.9%
2011-03-08 00:31 2011-03-02 NTIC NORTHERN TECHNOLOGIES INTERNATIONAL CORP LYNCH G PATRICK Director, Officer, 10% owner; President and CEO Specialty Chemicals SALE $15.98 5,000 $79,900 611,668 -0.8%
2011-03-07 22:30 2011-03-03 EMN EASTMAN CHEMICAL CO ESPELAND CURTIS E Officer; SVP & CFO Specialty Chemicals OPT+S $97.30 14,624 $1,422,848 7,812 -65.2%
2011-03-07 22:32 2011-03-03 EMN EASTMAN CHEMICAL CO LEE THERESA K Officer; SVP, Chief Legal & Admin Ofc Specialty Chemicals OPT+S $95.92 28,000 $2,685,760 24,431 -53.4%
SHOW ENTRIES

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.