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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011-02-17 01:08 | 2011-02-15 | VGZ | VISTA GOLD CORP | Eppler William Durand | Director | Gold | BUY | $2.75 | 2,500 | $6,875 | 139,244 | +1.8% |
| 2011-02-16 20:00 | 2011-02-15 | SYNL | Ascent Industries Co. | WRIGHT MURRAY H | Director | Chemicals | SALE | $14.02 | 8,081 | $113,296 | 155,233 | -4.9% |
| 2011-02-17 01:49 | 2011-02-15 | FCX | FREEPORT-MCMORAN INC | MOFFETT JAMES R | Director, Officer; Chairman of the Board | Copper | SALE | $56.00 | 34,208 | $1,915,648 | 3,030,503 | -1.1% |
| 2011-02-16 23:11 | 2011-02-16 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, 10% owner | Specialty Chemicals | BUY | $0.06 | 40,000 | $2,400 | 6,291,755 | +0.6% |
| 2011-02-17 01:27 | 2011-02-16 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $21.15 | 1,876 | $39,675 | 350,059 | +0.5% |
| 2011-02-16 21:58 | 2011-02-15 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $21.63 | 5,000 | $108,170 | 348,183 | +1.5% |
| 2011-02-15 22:41 | 2011-02-11 | UFPI | UFP INDUSTRIES INC | CURRIE WILLIAM G | Director | Lumber & Wood Production | SALE | $36.34 | 330 | $11,992 | 94,188 | -0.3% |
| 2011-02-15 22:32 | 2011-02-11 | UFPI | UFP INDUSTRIES INC | CURRIE WILLIAM G | Director | Lumber & Wood Production | SALE | $36.20 | 27,470 | $994,414 | 94,518 | -22.5% |
| 2011-02-16 00:11 | 2011-02-14 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $52.18 | 85,729 | $4,473,339 | 19,656,965 | -0.4% |
| 2011-02-16 00:32 | 2011-02-15 | GFRE | GULF RESOURCES, INC. | HAP Trading, LLC | 10% owner | Chemicals | SALE | $9.32 | 652,809 | $6,087,118 | 4,917,046 | -11.7% |
| 2011-02-16 01:42 | 2011-02-14 | GEVO | Gevo, Inc. | Smith Stacy J | Director | Specialty Chemicals | BUY | $15.00 | 5,000 | $75,000 | 5,000 | +100.0% |
| 2011-02-16 00:32 | 2011-02-11 | CMC | COMMERCIAL METALS Co | RUSCH LEON K | Officer, Other; Vice President and Controller | Steel | OPT+S | $16.48 | 12,440 | $204,991 | 15,768 | -44.1% |
| 2011-02-15 21:51 | 2011-02-11 | SHW | SHERWIN WILLIAMS CO | STELLATO LOUIS E | Officer; Sr VP, General Counsel & Secy | Specialty Chemicals | SALE | $86.38 | 7,546 | $651,823 | 48,949 | -13.4% |
| 2011-02-15 21:52 | 2011-02-11 | SHW | SHERWIN WILLIAMS CO | MORIKIS JOHN G | Officer; President & COO | Specialty Chemicals | OPT+S | $85.57 | 33,333 | $2,852,448 | 142,880 | -18.9% |
| 2011-02-15 21:53 | 2011-02-11 | SHW | SHERWIN WILLIAMS CO | HENNESSY SEAN P | Officer; Sr. VP-Finance and CFO | Specialty Chemicals | OPT+S | $85.78 | 37,707 | $3,234,337 | 120,318 | -23.9% |
| 2011-02-15 19:27 | 2011-02-14 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $54.24 | 80,000 | $4,339,536 | 81,844,190 | -0.1% |
| 2011-02-16 00:32 | 2011-02-11 | CMC | COMMERCIAL METALS Co | MCCLEAN MURRAY R | Director, Officer; Chairman; President & CEO | Steel | OPT+S | $16.52 | 37,390 | $617,754 | 177,777 | -17.4% |
| 2011-02-16 00:12 | 2011-02-14 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN JAMES | Director, Officer, 10% owner; CEO and Chairman | Agricultural Inputs | SALE | $52.18 | 85,729 | $4,473,339 | 2,973,956 | -2.8% |
| 2011-02-16 01:41 | 2011-02-14 | GEVO | Gevo, Inc. | SMITH BRUCE A | Director | Specialty Chemicals | BUY | $15.00 | 15,000 | $225,000 | 15,000 | +100.0% |
| 2011-02-16 01:39 | 2011-02-14 | GEVO | Gevo, Inc. | KISHORE GANESH | Director | Specialty Chemicals | BUY | $15.00 | 130,686 | $1,960,290 | 1,671,425 | +8.5% |
| 2011-02-16 03:40 | 2011-02-14 | GEVO | Gevo, Inc. | Khosla Ventures I, L.P. | 10% owner | Specialty Chemicals | BUY | $15.00 | 466,667 | $7,000,005 | 2,032,063 | +29.8% |
| 2011-02-15 05:07 | 2011-02-10 | CTGO | Contango ORE, Inc. | Gillen Donald | 10% owner | Gold | BUY | $11.50 | 3,755 | $43,183 | 32,115 | +13.2% |
| 2011-02-14 18:55 | 2011-02-10 | FMC | FMC CORP | WILSON D MICHAEL | Officer; VP, Group Manager | Agricultural Inputs | OPT+S | $81.41 | 16,500 | $1,343,346 | 48,671 | -25.3% |
| 2011-02-14 21:14 | 2011-02-11 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $53.02 | 125,100 | $6,633,065 | 81,924,190 | -0.2% |
| 2011-02-12 01:32 | 2011-02-11 | CMP | COMPASS MINERALS INTERNATIONAL INC | Bryan Ronald | Officer; VP and General Manager | Other Industrial Metals & Mining | OPT+S | $94.57 | 21,500 | $2,033,255 | 5,693 | -79.1% |
| 2011-02-10 19:11 | 2011-02-08 | K | KELLANOVA | CLARK CLESTEEN A | Officer; SVP - Corporate Affairs | Gold | OPT+S | $53.38 | 40,135 | $2,142,527 | 61,982 | -39.3% |
| 2011-02-11 00:06 | 2011-02-08 | HWKN | HAWKINS INC | HAWKINS JOHN R | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $38.44 | 10,000 | $384,400 | 60,959 | -14.1% |
| 2011-02-10 18:00 | 2011-02-08 | VMC | Vulcan Materials CO | JAMES DONALD M | Director, Officer; Chairman & CEO | Building Materials | OPT+S | $0.00 | 15,079 | $0 | 23,397 | -39.2% |
| 2011-02-10 23:52 | 2011-02-09 | CMC | COMMERCIAL METALS Co | MASSARO ANTHONY A | Director | Steel | OPT+S | $16.71 | 7,410 | $123,840 | 24,000 | -23.6% |
| 2011-02-11 01:19 | 2011-02-08 | EXP | EAGLE MATERIALS INC | QUINN DAVID W | Director | Building Materials | OPT+S | $29.50 | 4,500 | $132,750 | 18,261 | -19.8% |
| 2011-02-10 02:41 | 2011-02-07 | CTGO | Contango ORE, Inc. | Gillen Donald | 10% owner | Gold | BUY | $11.50 | 16,860 | $193,890 | 28,360 | +146.6% |
| 2011-02-09 18:51 | 2011-02-07 | K | KELLANOVA | Davidson Bradford J | Officer; Senior Vice President | Gold | OPT+S | $53.50 | 10,755 | $575,393 | 70,731 | -13.2% |
| 2011-02-09 18:51 | 2011-02-07 | K | KELLANOVA | Andrews Alan R | Officer; VP-Corporate Controller | Gold | OPT+S | $53.50 | 11,412 | $610,542 | 16,933 | -40.3% |
| 2011-02-09 20:06 | 2011-02-08 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $53.50 | 15,500 | $829,250 | 82,049,290 | 0.0% |
| 2011-02-09 04:44 | 2011-02-04 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $52.37 | 64,793 | $3,393,456 | 19,742,694 | -0.3% |
| 2011-02-09 01:02 | 2011-02-04 | CE | Celanese Corp | Townsend Jay | Officer; SVP, Business Strategy Dev. | Chemicals | OPT+S | $42.67 | 30,000 | $1,280,100 | 21,217 | -58.6% |
| 2011-02-09 01:01 | 2011-02-04 | CE | Celanese Corp | Jensen Christopher W | Officer; SVP, Finance and Treasurer | Chemicals | OPT+S | $42.95 | 5,000 | $214,750 | 25,676 | -16.3% |
| 2011-02-08 22:15 | 2011-02-04 | CBT | CABOT CORP | BERUBE BRIAN A | Officer; Vice President,General Counsel | Specialty Chemicals | SALE | $43.95 | 12,000 | $527,400 | 43,464 | -21.6% |
| 2011-02-08 22:17 | 2011-02-04 | CBT | CABOT CORP | CORDEIRO EDUARDO E | Officer; Executive Vice President, CFO | Specialty Chemicals | SALE | $43.85 | 20,000 | $877,000 | 97,005 | -17.1% |
| 2011-02-08 21:43 | 2011-02-07 | SXT | SENSIENT TECHNOLOGIES CORP | HAMMOND JOHN L | Officer; Senior VP, Gen Counsel & Secy | Specialty Chemicals | SALE | $32.78 | 3,000 | $98,331 | 87,748 | -3.3% |
| 2011-02-08 21:41 | 2011-02-07 | SXT | SENSIENT TECHNOLOGIES CORP | HOBBS RICHARD F | Officer; Senior VP & CFO | Specialty Chemicals | OPT+S | $32.78 | 23,250 | $762,072 | 140,472 | -14.2% |
| 2011-02-08 21:40 | 2011-02-07 | SXT | SENSIENT TECHNOLOGIES CORP | MANNING KENNETH P | Director, Officer; Chairman and CEO | Specialty Chemicals | SALE | $32.78 | 21,575 | $707,166 | 207,098 | -9.4% |
| 2011-02-08 20:32 | 2011-02-07 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $53.61 | 81,200 | $4,353,026 | 82,064,790 | -0.1% |
| 2011-02-09 04:44 | 2011-02-04 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN KATHERINE LITTLEFIELD | Director, 10% owner | Agricultural Inputs | SALE | $52.37 | 64,793 | $3,393,456 | 3,370,369 | -1.9% |
| 2011-02-08 03:52 | 2011-02-03 | EXP | EAGLE MATERIALS INC | ESSL GERALD J | Officer; Executive Vice President | Building Materials | OPT+S | $28.92 | 23,772 | $687,586 | 29,546 | -44.6% |
| 2011-02-04 23:12 | 2011-02-03 | FUL | FULLER H B CO | Owens James | Officer; President and CEO | Specialty Chemicals | SALE | $22.71 | 170 | $3,861 | 280 | -37.8% |
| 2011-02-04 23:12 | 2011-02-03 | FUL | FULLER H B CO | Owens James | Officer; President and CEO | Specialty Chemicals | BUY | $22.71 | 170 | $3,861 | 55,338 | +0.3% |
| 2011-02-05 00:12 | 2011-02-01 | FTFL | FutureFuel Corp. | Osmium Special Situations Fund Ltd | 10% owner | Specialty Chemicals | BUY | $9.86 | 1,400 | $13,804 | 6,269,729 | +0.0% |
| 2011-02-05 01:59 | 2011-02-02 | FCX | FREEPORT-MCMORAN INC | ADKERSON RICHARD C | Director, Officer; President and CEO | Copper | OPT+S | $56.55 | 329,154 | $18,612,079 | 2,328,618 | -12.4% |
| 2011-02-04 22:04 | 2011-02-03 | NUE | NUCOR CORP | HLAVACEK JAMES D | Director | Steel | OPT+S | $48.00 | 2,333 | $111,984 | 14,385 | -14.0% |
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.