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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2010-05-14 19:55 | 2010-05-12 | KALU | KAISER ALUMINUM CORP | VEBA for Retirees of Kaiser Aluminum | 10% owner | Aluminum | SALE | $38.70 | 93,802 | $3,629,959 | 3,745,838 | -2.4% |
| 2010-05-14 21:20 | 2010-05-12 | CF | CF Industries Holdings, Inc. | White Lynn F | Officer; VP, Corporate Development | Agricultural Inputs | BUY | $73.99 | 2,700 | $199,773 | 4,100 | +192.9% |
| 2010-05-14 23:31 | 2010-05-12 | SMG | SCOTTS MIRACLE-GRO CO | BAKER MARK R | Director, Officer; President and COO | Agricultural Inputs | SALE | $47.01 | 5,459 | $256,633 | 24,000 | -18.5% |
| 2010-05-14 23:30 | 2010-05-12 | SMG | SCOTTS MIRACLE-GRO CO | BAKER MARK R | Director, Officer; President and COO | Agricultural Inputs | OPT+S | $47.17 | 11,200 | $528,294 | 29,459 | -27.5% |
| 2010-05-15 00:12 | 2010-05-13 | SANW | S&W Seed Company | WICKERSHAM GROVER T | Officer; Chairman of the Board | Agricultural Inputs | BUY | $0.00 | 800 | $0 | 3,000 | +36.4% |
| 2010-05-14 20:24 | 2010-05-13 | K | KELLANOVA | PILNICK GARY H | Officer; Senior Vice President | Gold | OPT+S | $54.85 | 971 | $53,263 | 71,494 | -1.3% |
| 2010-05-14 17:15 | 2010-05-12 | SHW | SHERWIN WILLIAMS CO | SEITZ THOMAS W | Officer; Sr. VP-Strat. Excell. Init. | Specialty Chemicals | OPT+S | $80.10 | 19,707 | $1,578,531 | 47,725 | -29.2% |
| 2010-05-14 21:19 | 2010-05-12 | CF | CF Industries Holdings, Inc. | ARZBAECHER ROBERT C | Director | Agricultural Inputs | BUY | $73.46 | 1,900 | $139,572 | 19,077 | +11.1% |
| 2010-05-14 20:24 | 2010-05-12 | K | KELLANOVA | MACKAY A D DAVID | Director, Officer; President and CEO | Gold | OPT+S | $54.84 | 41,100 | $2,253,957 | 280,429 | -12.8% |
| 2010-05-14 23:43 | 2010-05-13 | AVD | AMERICAN VANGUARD CORP | KRAFT HERBERT A | Director, 10% owner | Agricultural Inputs | SALE | $9.32 | 36,096 | $336,415 | 3,257,828 | -1.1% |
| 2010-05-14 18:25 | 2010-05-13 | BW | MATERION Corp | GRAMPA JOHN D | Officer; Sr. VP Finance and CFO | Other Industrial Metals & Mining | OPT+S | $28.33 | 10,000 | $283,345 | 23,855 | -29.5% |
| 2010-05-13 20:13 | 2010-05-11 | BCPC | BALCHEM CORP | Houston Matthew David | Officer; General Counsel/Secretary | Specialty Chemicals | OPT+S | $25.17 | 12,000 | $302,082 | 9,126 | -56.8% |
| 2010-05-14 00:17 | 2010-05-11 | SANW | S&W Seed Company | WICKERSHAM GROVER T | Director, Officer; Chairman of the Board | Agricultural Inputs | BUY | $0.00 | 2,200 | $0 | 2,200 | +100.0% |
| 2010-05-13 18:13 | 2010-05-12 | LXU | LSB INDUSTRIES, INC. | ACKERMAN RAYMOND BASIL | Director | Chemicals | SALE | $18.00 | 2,000 | $36,000 | 11,600 | -14.7% |
| 2010-05-14 03:04 | 2010-05-13 | RS | RELIANCE, INC. | MOLLINS GREGG J | Director, Officer; President and COO | Steel | OPT+S | $48.77 | 50,000 | $2,438,500 | 152,682 | -24.7% |
| 2010-05-13 20:55 | 2010-05-11 | SCL | STEPAN CO | VENEGONI JOHN V | Officer; VP/GM Surfactants | Specialty Chemicals | SALE | $75.43 | 1,000 | $75,426 | 23,285 | -4.1% |
| 2010-05-13 20:20 | 2010-05-12 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $54.92 | 209,700 | $11,516,137 | 84,274,190 | -0.2% |
| 2010-05-13 23:12 | 2010-05-12 | NEM | NEWMONT Corp /DE/ | Engel E Randall | Officer; EVP, Strategic Development | Gold | OPT+S | $58.50 | 15,500 | $906,750 | 28,126 | -35.5% |
| 2010-05-13 22:52 | 2010-05-11 | AVD | AMERICAN VANGUARD CORP | WINTEMUTE GLENN A | Director | Agricultural Inputs | SALE | $9.00 | 30,000 | $270,000 | 1,072,459 | -2.7% |
| 2010-05-13 19:23 | 2010-05-11 | POL | AVIENT CORP | Baert Bernard | Officer; SVP, President Europe and Intl | Specialty Chemicals | OPT+S | $10.70 | 14,766 | $157,996 | 76,142 | -16.2% |
| 2010-05-13 23:51 | 2010-05-13 | BW | MATERION Corp | Hipple Richard J | Officer; Chairman, President and CEO | Other Industrial Metals & Mining | OPT+S | $28.61 | 3,200 | $91,556 | 78,652 | -3.9% |
| 2010-05-13 19:21 | 2010-05-12 | MLM | MARTIN MARIETTA MATERIALS INC | VINROOT RICHARD A | Director | Building Materials | OPT+S | $92.94 | 1,500 | $139,415 | 4,787 | -23.9% |
| 2010-05-14 01:03 | 2010-05-12 | AUMN | Golden Minerals Co | Clevenger Jeffrey G | Director, Officer; President, CEO | Other Precious Metals & Mining | BUY | $8.90 | 5,000 | $44,485 | 180,237 | +2.9% |
| 2010-05-14 00:56 | 2010-05-13 | AUMN | Golden Minerals Co | VOGELS ROBERT P | Officer; Senior VP and CFO | Other Precious Metals & Mining | BUY | $8.49 | 2,000 | $16,984 | 43,039 | +4.9% |
| 2010-05-14 00:44 | 2010-05-12 | AUMN | Golden Minerals Co | Eppler William Durand | Director | Other Precious Metals & Mining | BUY | $8.82 | 5,000 | $44,080 | 10,000 | +100.0% |
| 2010-05-12 21:07 | 2010-05-10 | BCPC | BALCHEM CORP | Richardson Paul H | Officer; VP, Research & Development | Specialty Chemicals | OPT+S | $24.62 | 30,000 | $738,699 | 24,900 | -54.6% |
| 2010-05-12 18:12 | 2010-05-10 | KOP | Koppers Holdings Inc. | Hyde Leslie S | Officer; Vice President, Safety and Env | Specialty Chemicals | SALE | $32.00 | 2,500 | $80,000 | 12,380 | -16.8% |
| 2010-05-12 17:44 | 2010-05-10 | KOP | Koppers Holdings Inc. | Turner Walter W | Director, Officer; President and CEO | Specialty Chemicals | SALE | $32.00 | 6,000 | $192,000 | 284,889 | -2.1% |
| 2010-05-13 01:01 | 2010-05-10 | OLN | OLIN Corp | MCINTOSH JOHN L | Officer; Vice President | Chemicals | SALE | $20.00 | 23,000 | $460,000 | 13,852 | -62.4% |
| 2010-05-13 00:26 | 2010-05-11 | ECL | ECOLAB INC. | SEIFERT JAMES J | Officer; General Counsel and Secretary | Specialty Chemicals | BUY | $49.00 | 2,000 | $98,000 | 2,000 | +100.0% |
| 2010-05-13 00:26 | 2010-05-10 | ECL | ECOLAB INC. | LEVIN JERRY W | Director | Specialty Chemicals | SALE | $48.64 | 45,000 | $2,188,877 | 45,007 | -50.0% |
| 2010-05-12 22:06 | 2010-05-11 | GRZ | GOLD RESERVE LTD | GEYER JAMES P | Director, Officer; Senior Vice President | Gold | OPT+S | $1.05 | 15,000 | $15,804 | 302,155 | -4.7% |
| 2010-05-12 23:22 | 2010-05-12 | FMC | FMC CORP | GREER C SCOTT | Director | Agricultural Inputs | SALE | $64.96 | 3,300 | $214,371 | 19,613 | -14.4% |
| 2010-05-12 01:11 | 2010-05-11 | RGLD | ROYAL GOLD INC | DEMPSEY STANLEY | Director | Gold | SALE | $50.88 | 10,000 | $508,800 | 235,652 | -4.1% |
| 2010-05-12 01:19 | 2010-05-07 | UXG | McEwen Inc. | Spears Stefan | Officer; Vice President- Projects | Other Precious Metals & Mining | OPT+S | $3.51 | 40,000 | $140,400 | 10,000 | -80.0% |
| 2010-05-11 23:30 | 2010-05-07 | FTFL | FutureFuel Corp. | Osmium Special Situations Fund Ltd | 10% owner | Specialty Chemicals | BUY | $6.54 | 6,300 | $41,202 | 4,906,300 | +0.1% |
| 2010-05-12 02:04 | 2010-05-10 | NEM | NEWMONT Corp /DE/ | Johnson Roger | Officer; Vice President & CAO | Gold | SALE | $55.39 | 4,082 | $226,102 | 8,400 | -32.7% |
| 2010-05-12 01:59 | 2010-05-11 | NEM | NEWMONT Corp /DE/ | KERR THOMAS R. | Officer; SVP, North American Operations | Gold | OPT+S | $58.51 | 1,875 | $109,698 | 8,087 | -18.8% |
| 2010-05-11 20:10 | 2010-05-07 | POL | AVIENT CORP | Van Hulle John V | Officer; SVP, President of Global Color | Specialty Chemicals | BUY | $9.56 | 5,000 | $47,777 | 25,000 | +25.0% |
| 2010-05-11 21:45 | 2010-05-11 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | HUDSON KATHERINE M | Director | Specialty Chemicals | BUY | $46.59 | 2,500 | $116,475 | 2,500 | +100.0% |
| 2010-05-11 20:32 | 2010-05-11 | SWM | Mativ Holdings, Inc. | ROGERS JOHN | Director | Specialty Chemicals | BUY | $56.36 | 300 | $16,907 | 1,000 | +42.9% |
| 2010-05-10 22:58 | 2010-05-06 | K | KELLANOVA | CARSON BENJAMIN SR | Director | Gold | OPT+S | $54.00 | 14,600 | $788,382 | 1,865 | -88.7% |
| 2010-05-11 00:36 | 2010-05-07 | CLF | CLEVELAND-CLIFFS INC. | Paradie Terrance M | Officer; VP-Corp.Controller/CAO | Steel | SALE | $55.13 | 2,518 | $138,817 | 4,325 | -36.8% |
| 2010-05-10 19:02 | 2010-04-30 | UFPI | UFP INDUSTRIES INC | GRANGER JOSEPH F | Officer; Executive VP Sales & Marketing | Lumber & Wood Production | SALE | $45.00 | 1,900 | $85,500 | 26,518 | -6.7% |
| 2010-05-11 03:27 | 2010-05-10 | MTX | MINERALS TECHNOLOGIES INC | SOREL JOHN A | Officer; Senior Vice President | Specialty Chemicals | OPT+S | $56.44 | 5,742 | $324,078 | 23,795 | -19.4% |
| 2010-05-10 22:47 | 2010-05-07 | SCL | STEPAN CO | MASON SCOTT C | Officer; Vice President, Supply Chain | Specialty Chemicals | BUY | $70.25 | 2,500 | $175,613 | 2,500 | +100.0% |
| 2010-05-07 22:05 | 2010-05-07 | CMC | COMMERCIAL METALS Co | MCCLEAN MURRAY R | Director, Officer; Chairman; President & CEO | Steel | BUY | $14.48 | 2,000 | $28,952 | 157,967 | +1.3% |
| 2010-05-06 23:40 | 2010-05-04 | SCL | STEPAN CO | VENEGONI JOHN V | Officer; VP/GM Surfactants | Specialty Chemicals | OPT+S | $73.78 | 1,800 | $132,813 | 24,238 | -6.9% |
| 2010-05-06 18:10 | 2010-05-04 | STLD | STEEL DYNAMICS INC | Shaheen Gabriel | Director | Steel | BUY | $15.06 | 4,000 | $60,248 | 2,000 | +100.0% |
| 2010-05-06 21:30 | 2010-04-28 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $30.66 | 800 | $24,528 | 1,000 | -44.4% |
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.