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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011-02-05 01:55 | 2011-02-02 | FCX | FREEPORT-MCMORAN INC | MOFFETT JAMES R | Director, Officer; Chairman of the Board | Copper | OPT+S | $56.57 | 123,000 | $6,958,282 | 3,030,503 | -3.9% |
| 2011-02-04 03:19 | 2011-02-01 | AVD | AMERICAN VANGUARD CORP | SODERLIND CARL R | Director | Agricultural Inputs | SALE | $8.46 | 1,000 | $8,460 | 68,791 | -1.4% |
| 2011-02-01 18:17 | 2011-01-31 | PPG | PPG INDUSTRIES INC | MCGARRY MICHAEL H | Officer; Sr. VP, Commodity Chemicals | Specialty Chemicals | OPT+S | $84.45 | 10,000 | $844,509 | 13,441 | -42.7% |
| 2011-02-01 19:43 | 2011-01-31 | NUE | NUCOR CORP | LOTT HAMILTON JR | Officer; EXECUTIVE VICE PRESIDENT | Steel | OPT+S | $45.67 | 7,620 | $348,039 | 159,269 | -4.6% |
| 2011-02-01 19:40 | 2011-01-31 | SHW | SHERWIN WILLIAMS CO | KROPF SUSAN J | Director | Specialty Chemicals | OPT+S | $84.64 | 7,000 | $592,480 | 10,459 | -40.1% |
| 2011-01-31 22:48 | 2011-01-28 | JCTCF | JEWETT CAMERON TRADING CO LTD | Sharp Ted A | Director | Lumber & Wood Production | SALE | $9.40 | 3,500 | $32,900 | 0 | -100.0% |
| 2011-02-01 02:08 | 2011-01-28 | MOS | MOSAIC CO | SEIBERT STEVEN M | Director | Agricultural Inputs | SALE | $79.80 | 840 | $67,032 | 7,945 | -9.6% |
| 2011-02-01 02:08 | 2011-01-28 | MOS | MOSAIC CO | REDDING CINDY C | Officer; VP-Human Resources | Agricultural Inputs | OPT+S | $79.05 | 8,194 | $647,776 | 3,992 | -67.2% |
| 2011-01-31 20:31 | 2011-01-28 | CMC | COMMERCIAL METALS Co | OWEN DOROTHY G | Director | Steel | SALE | $17.07 | 12,000 | $204,840 | 349,382 | -3.3% |
| 2011-02-01 01:03 | 2011-01-28 | FCX | FREEPORT-MCMORAN INC | MOFFETT JAMES R | Director, Officer; Chairman of the Board | Copper | SALE | $107.22 | 40,094 | $4,298,778 | 1,515,706 | -2.6% |
| 2011-02-01 00:34 | 2010-01-27 | RPM | RPM INTERNATIONAL INC/DE/ | PAPENBROCK WILLIAM A | Director | Specialty Chemicals | SALE | $23.76 | 1,930 | $45,857 | 29,815 | -6.1% |
| 2011-02-01 00:33 | 2011-01-27 | RPM | RPM INTERNATIONAL INC/DE/ | HOOGENBOOM PAUL G | Officer; Sr. VP- Mfg & Operations & CIO | Specialty Chemicals | OPT+S | $23.56 | 80,000 | $1,884,800 | 178,633 | -30.9% |
| 2011-01-28 22:23 | 2011-01-27 | MOS | MOSAIC CO | MACK RICHARD L | Officer; Executive Vice President | Agricultural Inputs | OPT+S | $78.65 | 20,384 | $1,603,100 | 37,923 | -35.0% |
| 2011-01-28 22:23 | 2011-01-27 | MOS | MOSAIC CO | BEUG NORMAN B | Officer; Senior Vice President | Agricultural Inputs | SALE | $80.13 | 3,280 | $262,826 | 93,374 | -3.4% |
| 2011-01-28 22:23 | 2011-01-27 | MOS | MOSAIC CO | THRASHER LINDA | Officer; Vice Pres - Public Affairs | Agricultural Inputs | OPT+S | $78.47 | 8,419 | $660,639 | 6,184 | -57.7% |
| 2011-01-27 23:06 | 2011-01-25 | MOS | MOSAIC CO | MACKAY HAROLD H | Director | Agricultural Inputs | SALE | $73.70 | 5,000 | $368,519 | 10,753 | -31.7% |
| 2011-01-27 23:26 | 2011-01-27 | PPG | PPG INDUSTRIES INC | BERGES JAMES G | Director | Specialty Chemicals | OPT+S | $83.80 | 2,500 | $209,508 | 5,816 | -30.1% |
| 2011-01-28 03:45 | 2011-01-26 | WDFC | WD 40 CO | HOLDSWORTH GEOFFREY | Officer; Managing Director AsiaPacific | Specialty Chemicals | OPT+S | $39.34 | 10,000 | $393,400 | 13,159 | -43.2% |
| 2011-01-27 23:04 | 2011-01-26 | MOS | MOSAIC CO | STRANGHOENER LAWRENCE W | Officer; Chief Financial Officer | Agricultural Inputs | OPT+S | $78.96 | 40,000 | $3,158,404 | 92,215 | -30.3% |
| 2011-01-26 20:08 | 2011-01-25 | MOS | MOSAIC CO | PROKOPANKO JAMES T | Director, Officer; President and CEO | Agricultural Inputs | OPT+S | $74.61 | 52,000 | $3,879,507 | 83,995 | -38.2% |
| 2011-01-26 23:57 | 2011-01-26 | PPG | PPG INDUSTRIES INC | WHITWAM DAVID R | Director | Specialty Chemicals | OPT+S | $84.77 | 2,500 | $211,928 | 0 | -100.0% |
| 2011-01-25 22:32 | 2011-01-24 | MOS | MOSAIC CO | Davis Gary N. | Officer; VP - Phosphate Operations | Agricultural Inputs | OPT+S | $76.40 | 7,900 | $603,560 | 18,921 | -29.5% |
| 2011-01-25 22:32 | 2011-01-24 | MOS | MOSAIC CO | BRAUSEN ANTHONY T | Officer; Vice President -Finance | Agricultural Inputs | OPT+S | $75.65 | 9,500 | $718,656 | 4,915 | -65.9% |
| 2011-01-26 00:27 | 2011-01-24 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $52.15 | 5,400 | $281,610 | 82,145,990 | 0.0% |
| 2011-01-24 19:14 | 2011-01-21 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $52.00 | 72,800 | $3,785,600 | 82,151,390 | -0.1% |
| 2011-01-24 20:02 | 2011-01-20 | GORO | GOLD RESOURCE CORP | CONRAD BILL M | Director | Other Precious Metals & Mining | SALE | $25.26 | 12,500 | $315,800 | 160,660 | -7.2% |
| 2011-01-21 18:53 | 2011-01-20 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $51.64 | 141,400 | $7,301,613 | 82,224,190 | -0.2% |
| 2011-01-19 18:37 | 2011-01-18 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer; Chairman, President, CEO | Agricultural Inputs | SALE | $146.74 | 400 | $58,696 | 130,596 | -0.3% |
| 2011-01-19 18:36 | 2011-01-18 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer; Chairman, President, CEO | Agricultural Inputs | OPT+S | $146.13 | 19,600 | $2,864,109 | 130,996 | -13.0% |
| 2011-01-20 01:46 | 2011-01-19 | CMC | COMMERCIAL METALS Co | ADAMS HAROLD L | Director | Steel | OPT+S | $16.47 | 2,800 | $46,116 | 25,200 | -10.0% |
| 2011-01-18 22:42 | 2011-01-14 | ENRT | Enertopia Corp. | McAllister Robert | Director, Officer; President | Other Industrial Metals & Mining | BUY | $0.01 | 325,000 | $3,250 | 2,440,000 | +15.4% |
| 2011-01-18 21:30 | 2011-01-14 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $51.60 | 10,000 | $516,000 | 82,365,590 | 0.0% |
| 2011-01-19 00:21 | 2011-01-14 | RPM | RPM INTERNATIONAL INC/DE/ | MATEJKA ROBERT L | Officer; Senior VP and CFO | Specialty Chemicals | OPT+S | $22.60 | 10,000 | $226,004 | 19,000 | -34.5% |
| 2011-01-19 00:19 | 2011-01-14 | RPM | RPM INTERNATIONAL INC/DE/ | RICE RONALD A | Officer; President and COO | Specialty Chemicals | OPT+S | $22.79 | 24,640 | $561,615 | 309,293 | -7.4% |
| 2011-01-14 20:10 | 2011-01-14 | CAPS | Capstone Holding Corp. | WARDELL WILLIAM M | Director | Building Materials | BUY | $0.64 | 4,300 | $2,752 | 150,702 | +2.9% |
| 2011-01-15 00:30 | 2011-01-12 | URRE | WESTWATER RESOURCES, INC. | VAN HORN RICHARD A | Officer; Executive Vice President | Other Industrial Metals & Mining | OPT+S | $3.23 | 61,945 | $200,212 | 203,744 | -23.3% |
| 2011-01-15 00:30 | 2011-01-12 | URRE | WESTWATER RESOURCES, INC. | WILLMOTT PAUL KENNETH | Director, Officer; Executive Chairman | Other Industrial Metals & Mining | OPT+S | $3.22 | 310,736 | $1,000,446 | 529,577 | -37.0% |
| 2011-01-15 00:29 | 2011-01-12 | URRE | WESTWATER RESOURCES, INC. | EHRLICH THOMAS H | Officer; Vice President & CFO | Other Industrial Metals & Mining | OPT+S | $3.25 | 49,500 | $161,088 | 221,690 | -18.3% |
| 2011-01-15 00:39 | 2011-01-14 | FUL | FULLER H B CO | GIERTZ JAMES R | Officer; Senior VP and CFO | Specialty Chemicals | BUY | $22.48 | 5,000 | $112,422 | 44,458 | +12.7% |
| 2011-01-14 20:02 | 2011-01-13 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $51.56 | 100,000 | $5,155,690 | 82,375,590 | -0.1% |
| 2011-01-14 01:45 | 2011-01-11 | CAPS | Capstone Holding Corp. | WARDELL WILLIAM M | Director | Building Materials | BUY | $0.59 | 29,200 | $17,146 | 146,402 | +24.9% |
| 2011-01-12 00:45 | 2011-01-07 | KOP | Koppers Holdings Inc. | Loadman Thomas D | Officer; VP & Gen Mgr, RP&S Div | Specialty Chemicals | SALE | $37.00 | 2,000 | $74,000 | 17,976 | -10.0% |
| 2011-01-11 01:37 | 2011-01-07 | LXU | LSB INDUSTRIES, INC. | SHEAR DAVID MICHAEL | Officer; Senior VP/General Counsel/Sec | Chemicals | SALE | $28.00 | 8,988 | $251,664 | 0 | -100.0% |
| 2011-01-08 00:09 | 2010-12-27 | FTFL | FutureFuel Corp. | Osmium Special Situations Fund Ltd | 10% owner | Specialty Chemicals | BUY | $9.93 | 172 | $1,708 | 6,268,329 | +0.0% |
| 2011-01-08 00:00 | 2011-01-06 | CAPS | Capstone Holding Corp. | FELDMAN FREDRIC J | Director | Building Materials | BUY | $0.59 | 13,000 | $7,670 | 190,564 | +7.3% |
| 2011-01-08 01:03 | 2011-01-05 | POL | AVIENT CORP | MOONEY EDWARD J | Director | Specialty Chemicals | SALE | $13.60 | 24,000 | $326,347 | 60,000 | -28.6% |
| 2011-01-07 01:16 | 2011-01-05 | LXU | LSB INDUSTRIES, INC. | BROWN ROBERT C MD | Director | Chemicals | SALE | $25.00 | 48,442 | $1,211,050 | 0 | -100.0% |
| 2011-01-06 22:17 | 2011-01-05 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $51.50 | 9,600 | $494,400 | 82,475,590 | 0.0% |
| 2011-01-05 19:07 | 2011-01-04 | URRE | WESTWATER RESOURCES, INC. | PELIZZA MARK S | Officer; Senior Vice President | Other Industrial Metals & Mining | SALE | $3.39 | 20,000 | $67,786 | 156,611 | -11.3% |
| 2011-01-06 01:18 | 2011-01-03 | SCL | STEPAN CO | Wynn H Edward | Officer; VP, Gen'l Counsel & Secretary | Specialty Chemicals | OPT+S | $77.17 | 300 | $23,151 | 2,148 | -12.3% |
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.