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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011-02-25 00:17 | 2011-02-24 | K | KELLANOVA | PILNICK GARY H | Officer; Senior Vice President | Gold | SALE | $53.43 | 2,388 | $127,591 | 71,919 | -3.2% |
| 2011-02-25 00:17 | 2011-02-24 | K | KELLANOVA | CLARK CLESTEEN A | Officer; SVP - Corporate Affairs | Gold | SALE | $53.43 | 931 | $49,743 | 62,086 | -1.5% |
| 2011-02-24 22:05 | 2011-02-23 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $53.81 | 25,600 | $1,377,490 | 81,818,590 | 0.0% |
| 2011-02-24 17:00 | 2011-02-18 | IOSP | INNOSPEC INC. | BRACEWELL Mark | Other | Specialty Chemicals | BUY | $27.49 | 1,060 | $29,139 | 1,460 | +265.0% |
| 2011-02-25 02:20 | 2011-02-24 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $22.34 | 1,534 | $34,265 | 359,263 | +0.4% |
| 2011-02-23 22:02 | 2011-02-18 | APD | Air Products and Chemicals Inc. | Stanley John D. | Officer; SR VP and General Counsel | Specialty Chemicals | SALE | $94.60 | 10,250 | $969,608 | 9,551 | -51.8% |
| 2011-02-24 00:20 | 2011-02-22 | LYB | LyondellBasell Industries N.V. | AI INTERNATIONAL CHEMICALS S.A.R.L. | 10% owner | Specialty Chemicals | BUY | $28.00 | 208,262 | $5,831,336 | 208,262 | +100.0% |
| 2011-02-24 00:20 | 2011-02-22 | LYB | LyondellBasell Industries N.V. | AI INTERNATIONAL CHEMICALS S.A.R.L. | 10% owner | Specialty Chemicals | SALE | $28.00 | 208,262 | $5,831,336 | 89,901,094 | -0.2% |
| 2011-02-23 22:16 | 2011-02-22 | MLM | MARTIN MARIETTA MATERIALS INC | ZELNAK STEPHEN P JR | Director | Building Materials | SALE | $88.67 | 2,980 | $264,223 | 75,590 | -3.8% |
| 2011-02-23 21:04 | 2011-02-18 | IOSP | INNOSPEC INC. | BOON PHILIP JOHN | Officer; Exec VP, Business Operations | Specialty Chemicals | BUY | $26.82 | 1,825 | $48,948 | 12,006 | +17.9% |
| 2011-02-23 20:47 | 2011-02-18 | IOSP | INNOSPEC INC. | Williams Patrick | Officer; Exec VP & President, Fuel Spec | Specialty Chemicals | BUY | $27.36 | 7,245 | $198,187 | 57,160 | +14.5% |
| 2011-02-23 20:38 | 2011-02-18 | IOSP | INNOSPEC INC. | BRACEWELL Mark | Other | Specialty Chemicals | BUY | $27.49 | 1,060 | $29,139 | 1,260 | +530.0% |
| 2011-02-23 18:44 | 2011-02-18 | IOSP | INNOSPEC INC. | Cleminson Ian | Officer; Exec VP & CFO | Specialty Chemicals | BUY | $26.94 | 2,507 | $67,526 | 14,589 | +20.7% |
| 2011-02-23 18:22 | 2011-02-18 | IOSP | INNOSPEC INC. | Watt Brian | Other | Specialty Chemicals | BUY | $26.90 | 2,099 | $56,462 | 8,350 | +33.6% |
| 2011-02-23 17:51 | 2011-02-18 | IOSP | INNOSPEC INC. | HESSNER CATHERINE | Officer; Senior VP - Human Resources | Specialty Chemicals | BUY | $26.86 | 678 | $18,208 | 22,152 | +3.2% |
| 2011-02-23 17:42 | 2011-02-18 | IOSP | INNOSPEC INC. | Williams David Earl | Officer; VP, General Counsel | Specialty Chemicals | BUY | $27.45 | 1,149 | $31,534 | 4,014 | +40.1% |
| 2011-02-23 17:37 | 2011-02-18 | IOSP | INNOSPEC INC. | Hartley Andrew | Officer; VP & General Counsel | Specialty Chemicals | BUY | $26.94 | 567 | $15,274 | 6,278 | +9.9% |
| 2011-02-24 00:55 | 2011-02-23 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $21.83 | 1,129 | $24,649 | 357,729 | +0.3% |
| 2011-02-23 23:03 | 2011-02-22 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $21.99 | 4,541 | $99,861 | 356,600 | +1.3% |
| 2011-02-23 05:03 | 2011-02-17 | CTGO | Contango ORE, Inc. | Gillen Donald | 10% owner | Gold | BUY | $13.44 | 2,090 | $28,097 | 36,547 | +6.1% |
| 2011-02-22 18:02 | 2011-02-18 | PPG | PPG INDUSTRIES INC | BOST GLENN E II | Officer; Sr. VP & Gen. Counsel | Specialty Chemicals | OPT+S | $89.78 | 2,927 | $262,788 | 6,912 | -29.7% |
| 2011-02-22 16:27 | 2011-02-18 | APD | Air Products and Chemicals Inc. | Stanley John D. | Officer; SR VP and General Counsel | Specialty Chemicals | OPT+S | $94.57 | 8,250 | $780,208 | 11,551 | -41.7% |
| 2011-02-22 16:27 | 2011-02-17 | APD | Air Products and Chemicals Inc. | Dixon Robert D | Officer; Sr.V.P. and G.M. | Specialty Chemicals | OPT+S | $94.27 | 14,000 | $1,319,840 | 28,477 | -33.0% |
| 2011-02-22 22:29 | 2011-02-18 | CENX | CENTURY ALUMINUM CO | BLESS MICHAEL A | Officer; Exec. VP and CFO | Aluminum | SALE | $17.12 | 3,870 | $66,254 | 68,499 | -5.3% |
| 2011-02-22 22:26 | 2011-02-17 | CENX | CENTURY ALUMINUM CO | SCHNEIDER STEVE | Officer; Sr. VP & Chief Acct. Officer | Aluminum | SALE | $17.56 | 11,000 | $193,160 | 25,344 | -30.3% |
| 2011-02-22 16:27 | 2011-02-18 | APD | Air Products and Chemicals Inc. | HAGENLOCKER EDWARD E | Director | Specialty Chemicals | SALE | $94.73 | 1,135 | $107,520 | 0 | -100.0% |
| 2011-02-23 00:52 | 2011-02-17 | EXP | EAGLE MATERIALS INC | NICOLAIS MICHAEL R | Director | Building Materials | OPT+S | $30.00 | 2,433 | $72,990 | 8,388 | -22.5% |
| 2011-02-18 17:42 | 2011-01-24 | LWLG | Lightwave Logic, Inc. | Goetz Frederick J Jr | Director, Officer; Chief Science Officer | Specialty Chemicals | SALE | $1.47 | 70,985 | $104,057 | 3,300,682 | -2.1% |
| 2011-02-19 00:32 | 2011-02-16 | CE | Celanese Corp | ALDER JAMES | Officer; SVP, Operations and Technical | Chemicals | OPT+S | $43.85 | 40,000 | $1,754,000 | 109,658 | -26.7% |
| 2011-02-19 01:44 | 2011-02-16 | MMP | Magellan Midstream Partners, L.P. | RILEY BRETT C | Officer; Senior Vice President | Aluminum | SALE | $58.82 | 17,000 | $1,000,005 | 17,009 | -50.0% |
| 2011-02-19 01:43 | 2011-02-17 | MMP | Magellan Midstream Partners, L.P. | OLSON RICHARD A | Officer; Senior Vice President | Aluminum | SALE | $58.73 | 7,607 | $446,722 | 35,155 | -17.8% |
| 2011-02-19 01:43 | 2011-02-17 | MMP | Magellan Midstream Partners, L.P. | MEARS MICHAEL N | Officer; Chief Operating Officer | Aluminum | SALE | $59.11 | 8,000 | $472,858 | 41,940 | -16.0% |
| 2011-02-19 01:26 | 2011-02-18 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $22.07 | 2,000 | $44,145 | 352,059 | +0.6% |
| 2011-02-17 18:33 | 2011-02-16 | UFPI | UFP INDUSTRIES INC | PETERS ALLEN T | Officer; President, UFP Western Div. | Lumber & Wood Production | SALE | $35.38 | 128 | $4,528 | 3,156 | -3.9% |
| 2011-02-17 19:55 | 2011-02-15 | CTGO | Contango ORE, Inc. | Gillen Donald | 10% owner | Gold | BUY | $12.50 | 2,342 | $29,275 | 34,457 | +7.3% |
| 2011-02-17 18:26 | 2011-02-16 | UFPI | UFP INDUSTRIES INC | MORDELL MICHAEL F | Officer; Executive VP of Purchasing | Lumber & Wood Production | SALE | $35.38 | 133 | $4,705 | 5,939 | -2.2% |
| 2011-02-17 18:16 | 2011-02-16 | UFPI | UFP INDUSTRIES INC | LEES ROBERT W | Officer; President, UFP Northern Div. | Lumber & Wood Production | SALE | $35.38 | 160 | $5,661 | 165,831 | -0.1% |
| 2011-02-17 18:43 | 2011-02-16 | UFPI | UFP INDUSTRIES INC | WEBSTER PATRICK M | Officer; President and COO | Lumber & Wood Production | SALE | $35.38 | 160 | $5,661 | 23,784 | -0.7% |
| 2011-02-17 21:38 | 2011-02-16 | UFPI | UFP INDUSTRIES INC | Klyn Ronald G | Officer; Chief Information Officer | Lumber & Wood Production | SALE | $35.38 | 138 | $4,882 | 8,527 | -1.6% |
| 2011-02-17 21:12 | 2011-02-15 | K | KELLANOVA | PILNICK GARY H | Officer; Senior Vice President | Gold | OPT+S | $53.33 | 11,185 | $596,440 | 71,653 | -13.5% |
| 2011-02-18 02:50 | 2011-02-16 | RGLD | ROYAL GOLD INC | WENGER STEFAN | Officer; CFO and Treasurer | Gold | OPT+S | $48.92 | 136 | $6,653 | 75,667 | -0.2% |
| 2011-02-17 22:20 | 2011-02-15 | FMC | FMC CORP | STEELE MILTON | Officer; Pres., Agricultural Chem. Gp. | Agricultural Inputs | OPT+S | $80.60 | 50,868 | $4,099,966 | 41,134 | -55.3% |
| 2011-02-17 21:29 | 2011-02-16 | UFPI | UFP INDUSTRIES INC | GREENE CHARLES SCOTT | Officer; President, UFP Eastern Div. | Lumber & Wood Production | SALE | $35.38 | 160 | $5,661 | 31,974 | -0.5% |
| 2011-02-17 21:11 | 2011-02-15 | K | KELLANOVA | BRYANT JOHN A | Director, Officer; President and CEO | Gold | OPT+S | $53.08 | 17,652 | $936,981 | 35,593 | -33.2% |
| 2011-02-18 02:08 | 2011-02-16 | RGLD | ROYAL GOLD INC | GROSS KAREN | Officer; VP and Secretary | Gold | OPT+S | $48.92 | 763 | $37,326 | 94,065 | -0.8% |
| 2011-02-18 03:19 | 2011-02-15 | WDFC | WD 40 CO | Mitchell Maria | Officer; VP, Corporate Secretary | Specialty Chemicals | OPT+S | $40.07 | 6,602 | $264,542 | 9,917 | -40.0% |
| 2011-02-17 01:16 | 2011-02-14 | GEVO | Gevo, Inc. | VGF I Ltd | 10% owner | Specialty Chemicals | BUY | $15.00 | 186,667 | $2,800,005 | 2,753,918 | +7.3% |
| 2011-02-17 01:16 | 2011-02-14 | GEVO | Gevo, Inc. | Weiss Shai | Director, 10% owner | Specialty Chemicals | BUY | $15.00 | 186,667 | $2,800,005 | 2,753,918 | +7.3% |
| 2011-02-17 01:06 | 2011-01-24 | LWGL | Lightwave Logic, Inc. | Goetz Frederick J Jr | Director, Officer; Chief Science Officer | Specialty Chemicals | SALE | $1.47 | 70,985 | $104,057 | 3,300,682 | -2.1% |
| 2011-02-17 03:31 | 2011-02-15 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer; Chairman, President, CEO | Agricultural Inputs | OPT+S | $145.41 | 70,000 | $10,178,504 | 130,596 | -34.9% |
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.