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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-11-27 00:11 | 2024-11-25 | EXP | EAGLE MATERIALS INC | Cribbs Eric | Officer; President (American Gypsum) | Building Materials | SALE | $319.64 | 1,000 | $319,640 | 12,937 | -7.2% |
| 2024-11-27 05:35 | 2024-11-25 | GTI | GRAPHJET TECHNOLOGY | Doris Wong Sing Ee | Director | Other Industrial Metals & Mining | SALE | $2.85 | 30,000 | $85,413 | 1,445,491 | -2.0% |
| 2024-11-27 00:20 | 2024-11-25 | KWR | QUAKER CHEMICAL CORP | Slinkman David | Officer; SVP - Chief Technology Officer | Specialty Chemicals | SALE | $167.80 | 1,700 | $285,261 | 2,825 | -37.6% |
| 2024-11-27 00:17 | 2024-11-22 | KWR | QUAKER CHEMICAL CORP | Bijlani Jeewat | Officer; EVP, Chief Strategy Officer | Specialty Chemicals | OPT+S | $165.98 | 645 | $107,057 | 4,747 | -12.0% |
| 2024-11-27 00:18 | 2024-11-25 | ASIX | AdvanSix Inc. | Gramm Christopher | Officer; Controller | Chemicals | OPT+S | $32.00 | 1,951 | $62,432 | 43,463 | -4.3% |
| 2024-11-27 01:50 | 2024-11-22 | UAN | CVR PARTNERS, LP | ICAHN CARL C | 10% owner | Agricultural Inputs | BUY | $71.20 | 25,815 | $1,838,036 | 141,844 | +22.2% |
| 2024-11-27 00:58 | 2024-11-25 | VMC | Vulcan Materials CO | Clement David P | Officer; Senior Vice President | Building Materials | SALE | $285.95 | 887 | $253,638 | 773 | -53.4% |
| 2024-11-25 20:29 | 2024-11-21 | FRD | FRIEDMAN INDUSTRIES INC | Taylor Mike J | Director, Officer; President / CEO / Director | Steel | BUY | $13.50 | 2,000 | $27,000 | 164,154 | +1.2% |
| 2024-11-26 02:14 | 2024-11-22 | PRM | Perimeter Solutions, Inc. | Cool Tracy Britt | Director | Specialty Chemicals | SALE | $12.81 | 50,000 | $640,500 | 173,449 | -22.4% |
| 2024-11-26 00:06 | 2024-11-21 | EXP | EAGLE MATERIALS INC | Haack Michael | Director, Officer; President and CEO | Building Materials | OPT+S | $308.54 | 32,867 | $10,140,919 | 85,811 | -27.7% |
| 2024-11-26 00:12 | 2024-11-22 | EXP | EAGLE MATERIALS INC | Kesler Dale Craig | Officer; EVP and CFO | Building Materials | OPT+S | $310.04 | 5,000 | $1,550,192 | 60,488 | -7.6% |
| 2024-11-26 00:59 | 2024-11-21 | GEVO | Gevo, Inc. | Bowron Kimberly T | Officer; Chief People and IT Officer | Specialty Chemicals | SALE | $1.29 | 14,241 | $18,371 | 0 | -100.0% |
| 2024-11-25 16:21 | 2024-11-22 | WLK | WESTLAKE CORP | Chao David Tsung-Hung | Director | Specialty Chemicals | SALE | $130.00 | 1,750 | $227,500 | 9,534 | -15.5% |
| 2024-11-25 17:29 | 2024-11-22 | UFPI | UFP INDUSTRIES INC | MISSAD MATTHEW J | Director, Officer; Chief Executive Officer | Lumber & Wood Production | SALE | $131.03 | 15,000 | $1,965,450 | 314,450 | -4.6% |
| 2024-11-26 00:39 | 2024-11-22 | IOSP | INNOSPEC INC. | Poccia Claudia | Director | Specialty Chemicals | OPT+S | $119.88 | 300 | $35,964 | 3,879 | -7.2% |
| 2024-11-23 01:41 | 2024-11-20 | CLF | CLEVELAND-CLIFFS INC. | Bloom Ron A. | Director | Steel | SALE | $11.77 | 1,554 | $18,283 | 64,024 | -2.4% |
| 2024-11-22 17:27 | 2024-11-20 | DC | Dakota Gold Corp. | ABERLE GERALD MICHAEL | Director, Officer; Chief Operating Officer | Gold | BUY | $2.17 | 4,490 | $9,734 | 4,357,009 | +0.1% |
| 2024-11-22 20:11 | 2024-11-20 | FRD | FRIEDMAN INDUSTRIES INC | Reichenthal Max Alan | Director | Steel | BUY | $13.72 | 2,000 | $27,440 | 32,761 | +6.5% |
| 2024-11-23 02:31 | 2024-11-20 | MERC | MERCER INTERNATIONAL INC. | Heine Eric Xavier | Officer; Vice President | Paper & Paper Products | SALE | $6.23 | 26,910 | $167,612 | 20,330 | -57.0% |
| 2024-11-23 00:02 | 2024-11-21 | CF | CF Industries Holdings, Inc. | Malik Ashraf K | Officer; Sr. VP, Manufacturing & D'istn | Agricultural Inputs | SALE | $90.78 | 7,000 | $635,487 | 22,211 | -24.0% |
| 2024-11-23 00:01 | 2024-11-20 | CF | CF Industries Holdings, Inc. | Frost Bert A | Officer; EVP,Sales,MktDev&Supply Chain | Agricultural Inputs | SALE | $88.00 | 3,000 | $264,000 | 103,155 | -2.8% |
| 2024-11-23 00:24 | 2024-11-20 | EXP | EAGLE MATERIALS INC | STEWART RICHARD ROSS | Director | Building Materials | SALE | $300.30 | 3,577 | $1,074,173 | 1,100 | -76.5% |
| 2024-11-22 17:31 | 2024-11-20 | DC | Dakota Gold Corp. | QUARTERMAIN ROBERT | Director, Officer; President and CEO | Gold | BUY | $2.21 | 40,000 | $88,380 | 7,617,877 | +0.5% |
| 2024-11-23 04:44 | 2024-11-20 | ECL | ECOLAB INC. | GATES WILLIAM H III | 10% owner | Specialty Chemicals | SALE | $242.98 | 276,542 | $67,194,922 | 29,178,741 | -0.9% |
| 2024-11-21 14:00 | 2024-11-20 | ORGN | Origin Materials, Inc. | Riley Richard J. | Director, Officer; CO-CEO AND DIRECTOR | Chemicals | BUY | $1.00 | 300,000 | $300,000 | 749,083 | +66.8% |
| 2024-11-22 02:40 | 2024-11-19 | TMC | TMC the metals Co Inc. | Hall Andrew | Director | Other Industrial Metals & Mining | SALE | $0.93 | 66,000 | $61,538 | 182,966 | -26.5% |
| 2024-11-22 01:59 | 2024-11-19 | UAN | CVR PARTNERS, LP | ICAHN CARL C | 10% owner | Agricultural Inputs | BUY | $71.66 | 19,174 | $1,374,040 | 116,029 | +19.8% |
| 2024-11-22 01:15 | 2024-11-19 | USLM | UNITED STATES LIME & MINERALS INC | BYRNE TIMOTHY W | Director, Officer; President & CEO | Building Materials | SALE | $140.67 | 44,215 | $6,219,751 | 103,050 | -30.0% |
| 2024-11-22 01:07 | 2024-11-21 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $80.99 | 114,583 | $9,280,261 | 49,337,025 | -0.2% |
| 2024-11-20 23:29 | 2024-11-18 | SHW | SHERWIN WILLIAMS CO | Sofish Gregory P. | Officer; SVP - Human Resources | Specialty Chemicals | OPT+S | $378.63 | 2,565 | $971,186 | 6,329 | -28.8% |
| 2024-11-21 00:49 | 2024-11-18 | ECL | ECOLAB INC. | De Boo Alexander A. | Officer; EVP & PRES - GLOBAL MARKETS | Specialty Chemicals | OPT+S | $245.73 | 1,390 | $341,563 | 3,844 | -26.6% |
| 2024-11-20 18:49 | 2024-11-19 | FRD | FRIEDMAN INDUSTRIES INC | Taylor Sharon L | Director | Steel | BUY | $13.85 | 700 | $9,695 | 6,741 | +11.6% |
| 2024-11-21 00:30 | 2024-11-19 | ASH | Ashland Inc. | LAMPKIN ROBIN E. | Officer; SVP, Gen Counsel and Secrty. | Specialty Chemicals | OPT+S | $75.54 | 162 | $12,237 | 3,354 | -4.6% |
| 2024-11-21 00:37 | 2024-11-19 | ALB | Albemarle Corporation | Johnson Netha N. | Officer; Chief Operations Officer | Specialty Chemicals | SALE | $106.04 | 1,060 | $112,403 | 30,360 | -3.4% |
| 2024-11-21 00:23 | 2024-11-19 | KOP | Koppers Holdings Inc. | Tritch Stephen R | Director | Specialty Chemicals | SALE | $37.08 | 3,533 | $131,004 | 47,737 | -6.9% |
| 2024-11-21 00:17 | 2024-11-19 | KOP | Koppers Holdings Inc. | BALL M LEROY | Director, Officer; CEO | Specialty Chemicals | OPT+S | $37.26 | 6,000 | $223,580 | 314,325 | -1.9% |
| 2024-11-21 01:27 | 2024-11-18 | ECL | ECOLAB INC. | GATES WILLIAM H III | 10% owner | Specialty Chemicals | SALE | $245.24 | 163,458 | $40,085,868 | 29,455,283 | -0.6% |
| 2024-11-21 01:15 | 2024-11-19 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $103.68 | 101 | $10,472 | 2,513 | -3.9% |
| 2024-11-20 20:08 | 2024-11-18 | NWPX | NWPX Infrastructure, Inc. | Wilkins Aaron | Officer; CFO | Steel | SALE | $53.54 | 2,500 | $133,850 | 22,895 | -9.8% |
| 2024-11-20 00:46 | 2024-11-15 | FF | FutureFuel Corp. | Bedell Donald C. | Director | Specialty Chemicals | BUY | $5.10 | 10,000 | $51,000 | 99,975 | +11.1% |
| 2024-11-20 00:20 | 2024-11-18 | ASIX | AdvanSix Inc. | NEWMAN DONALD P | Director | Chemicals | BUY | $29.64 | 5,030 | $149,089 | 5,030 | +100.0% |
| 2024-11-20 04:45 | 2024-11-19 | DC | Dakota Gold Corp. | QUARTERMAIN ROBERT | Director, Officer; President and CEO | Gold | BUY | $2.16 | 35,000 | $75,737 | 7,577,877 | +0.5% |
| 2024-11-19 20:08 | 2024-11-15 | STLD | STEEL DYNAMICS INC | Poinsatte Richard A | Officer; Senior Vice President | Steel | SALE | $138.75 | 2,000 | $277,500 | 21,101 | -8.7% |
| 2024-11-19 23:44 | 2024-11-18 | UAMY | UNITED STATES ANTIMONY CORP | MCMANUS MICHAEL A JR | Director | Other Industrial Metals & Mining | BUY | $0.57 | 50,000 | $28,250 | 268,333 | +22.9% |
| 2024-11-19 03:54 | 2024-11-15 | AVD | AMERICAN VANGUARD CORP | Macicek Steven D | Director | Agricultural Inputs | BUY | $5.97 | 12,000 | $71,640 | 31,218 | +62.4% |
| 2024-11-19 00:10 | 2024-11-14 | ORGN | Origin Materials, Inc. | Lee Joshua C. | Officer; General Counsel | Chemicals | SALE | $1.24 | 8,784 | $10,906 | 477,410 | -1.8% |
| 2024-11-19 00:09 | 2024-11-14 | ORGN | Origin Materials, Inc. | Bissell John | Director, Officer; Co-CEO and Director | Chemicals | SALE | $1.25 | 6,598 | $8,260 | 1,617,230 | -0.4% |
| 2024-11-19 05:23 | 2024-11-15 | MP | MP Materials Corp. / DE | Hoops Elliot Dean | Officer; General Counsel and Secretary | Other Industrial Metals & Mining | SALE | $18.03 | 30,000 | $540,900 | 8,114 | -78.7% |
| 2024-11-19 05:35 | 2024-11-18 | MP | MP Materials Corp. / DE | Litinsky James H. | Director, Officer, 10% owner; Chairman and CEO | Other Industrial Metals & Mining | SALE | $18.45 | 300,000 | $5,535,000 | 18,221,776 | -1.6% |
| 2024-11-19 05:28 | 2024-11-18 | MP | MP Materials Corp. / DE | Corbett Ryan | Officer; Chief Financial Officer | Other Industrial Metals & Mining | SALE | $18.30 | 15,195 | $278,069 | 295,021 | -4.9% |
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.