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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2009-08-20 00:27 | 2009-08-17 | EXP | EAGLE MATERIALS INC | MARESH FRANK W | Director | Building Materials | BUY | $25.64 | 3,325 | $85,253 | 3,325 | +100.0% |
| 2009-08-19 23:40 | 2009-08-18 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $46.14 | 122,300 | $5,643,264 | 87,439,490 | -0.1% |
| 2009-08-19 20:20 | 2009-08-18 | NUE | NUCOR CORP | FERRIOLA JOHN J | Officer; CHIEF OPERATING OFFICER | Steel | OPT+S | $45.04 | 4,656 | $209,697 | 169,844 | -2.7% |
| 2009-08-19 00:30 | 2009-08-17 | CGA | Enlightify Inc. | Yang Ying | Officer; CFO | Agricultural Inputs | BUY | $0.00 | 19,938 | $0 | 19,938 | +100.0% |
| 2009-08-19 03:22 | 2009-08-18 | AVD | AMERICAN VANGUARD CORP | SODERLIND CARL R | Director | Agricultural Inputs | BUY | $9.17 | 1,000 | $9,170 | 72,647 | +1.4% |
| 2009-08-18 17:07 | 2009-08-14 | CMC | COMMERCIAL METALS Co | OWEN DOROTHY G | Director | Steel | SALE | $17.00 | 5,000 | $85,000 | 608,961 | -0.8% |
| 2009-08-18 00:33 | 2009-08-14 | CBT | CABOT CORP | Keohane Sean D | Officer; Vice President | Specialty Chemicals | SALE | $19.79 | 13,209 | $261,392 | 20,985 | -38.6% |
| 2009-08-17 20:19 | 2009-08-13 | APD | Air Products and Chemicals Inc. | Dixon Robert D | Officer; Sr.V.P. and G.M. | Specialty Chemicals | OPT+S | $76.15 | 1,000 | $76,148 | 21,086 | -4.5% |
| 2009-08-17 16:19 | 2009-08-13 | POL | AVIENT CORP | DUFFBLOOM GALE | Director | Specialty Chemicals | SALE | $5.41 | 40,000 | $216,340 | 26,846 | -59.8% |
| 2009-08-18 01:56 | 2009-08-17 | NJMC-OB | Idaho Strategic Resources, Inc. | MINE SYSTEMS DESIGN INC | 10% owner | Gold | SALE | $0.30 | 5,000 | $1,500 | 8,822,050 | -0.1% |
| 2009-08-15 00:40 | 2009-08-13 | RGLD | ROYAL GOLD INC | DEMPSEY STANLEY | Director | Gold | SALE | $41.83 | 6,000 | $250,980 | 34,418 | -14.8% |
| 2009-08-14 23:37 | 2009-08-13 | ZEUS | Olympic Steel Inc. | WOLFORT DAVID A | Director, Officer; President and COO | Steel | SALE | $29.19 | 40,000 | $1,167,436 | 420,000 | -8.7% |
| 2009-08-13 19:02 | 2009-08-13 | CMC | COMMERCIAL METALS Co | HANNS ZOELLNER | Officer; EVP & Pres. CMC Int'l | Steel | OPT+S | $16.96 | 3,000 | $50,892 | 96,166 | -3.0% |
| 2009-08-13 18:37 | 2009-08-12 | SHW | SHERWIN WILLIAMS CO | HENNESSY SEAN P | Officer; Sr. VP-Finance and CFO | Specialty Chemicals | OPT+S | $61.77 | 41,795 | $2,581,677 | 106,986 | -28.1% |
| 2009-08-13 19:06 | 2009-08-11 | SWM | Mativ Holdings, Inc. | RUMELY JOHN W JR | Officer; Secretary and General Counsel | Specialty Chemicals | OPT+S | $46.70 | 8,073 | $377,044 | 21,748 | -27.1% |
| 2009-08-13 00:47 | 2009-08-11 | RGLD | ROYAL GOLD INC | DEMPSEY STANLEY | Director | Gold | SALE | $40.85 | 10,000 | $408,500 | 347,879 | -2.8% |
| 2009-08-12 15:19 | 2009-08-10 | SHW | SHERWIN WILLIAMS CO | Heath George E | Officer; President, Global Finishes Grp | Specialty Chemicals | OPT+S | $61.12 | 12,257 | $749,148 | 22,951 | -34.8% |
| 2009-08-12 16:18 | 2009-08-10 | SWM | Mativ Holdings, Inc. | THOMPSON PETER J | Officer; Treas, CFO & Strat Plan Off. | Specialty Chemicals | OPT+S | $47.88 | 14,144 | $677,278 | 22,972 | -38.1% |
| 2009-08-11 21:25 | 2009-08-07 | WLK | WESTLAKE CORP | Hansen David R | Officer; Sr VP Adminstration | Specialty Chemicals | OPT+S | $24.54 | 9,464 | $232,274 | 25,678 | -26.9% |
| 2009-08-11 21:41 | 2009-08-07 | VMC | Vulcan Materials CO | WASON ROBERT A IV | Officer; Sr. VP, General Counsel | Building Materials | OPT+S | $0.00 | 10,000 | $0 | 27,706 | -26.5% |
| 2009-08-12 00:07 | 2009-08-10 | CMC | COMMERCIAL METALS Co | SUDBURY DAVID M | Officer, Other; SrVP, Secy. & Gen. Cnsl | Steel | OPT+S | $17.43 | 6,000 | $104,600 | 521,890 | -1.1% |
| 2009-08-12 01:01 | 2009-08-07 | VHI | VALHI INC /DE/ | CONTRAN CORP | 10% owner | Chemicals | BUY | $10.65 | 11,000 | $117,148 | 11,000 | +100.0% |
| 2009-08-10 20:44 | 2009-08-07 | K | KELLANOVA | Norman Paul T | Officer; Senior Vice President | Gold | SALE | $46.30 | 6,457 | $298,969 | 61,116 | -9.6% |
| 2009-08-10 23:24 | 2009-08-07 | MOS | MOSAIC CO | BASTIAENS F GUILLAUME | Director | Agricultural Inputs | SALE | $54.00 | 1,682 | $90,830 | 14,447 | -10.4% |
| 2009-08-10 17:03 | 2009-08-06 | SHW | SHERWIN WILLIAMS CO | MORIKIS JOHN G | Officer; President & COO | Specialty Chemicals | OPT+S | $60.84 | 7,604 | $462,627 | 143,536 | -5.0% |
| 2009-08-11 00:45 | 2009-08-07 | MOS | MOSAIC CO | MONAHAN WILLIAM T | Director | Agricultural Inputs | SALE | $54.23 | 1,680 | $91,113 | 16,449 | -9.3% |
| 2009-08-10 20:41 | 2009-08-07 | SWM | Mativ Holdings, Inc. | Spears Mark A | Officer; Controller | Specialty Chemicals | OPT+S | $43.19 | 2,500 | $107,975 | 3,287 | -43.2% |
| 2009-08-08 00:02 | 2009-08-06 | WLK | WESTLAKE CORP | Taylor Jeffrey L | Officer; Sr VP, Polyethylene | Specialty Chemicals | OPT+S | $24.25 | 3,967 | $96,200 | 21,947 | -15.3% |
| 2009-08-08 00:01 | 2009-08-06 | WLK | WESTLAKE CORP | Morse Wayne D | Officer; Sr VP, Vinyls | Specialty Chemicals | OPT+S | $24.25 | 4,108 | $99,619 | 24,696 | -14.3% |
| 2009-08-08 00:00 | 2009-08-06 | WLK | WESTLAKE CORP | Mangieri George J | Officer; VP & Chief Accounting Officer | Specialty Chemicals | OPT+S | $24.18 | 4,754 | $114,934 | 26,137 | -15.4% |
| 2009-08-07 19:28 | 2009-08-07 | APD | Air Products and Chemicals Inc. | DONAHUE MICHAEL J | Director | Specialty Chemicals | OPT+S | $75.00 | 2,000 | $150,000 | 0 | -100.0% |
| 2009-08-07 20:00 | 2009-08-06 | SWM | Mativ Holdings, Inc. | CALDABAUGH K C | Director | Specialty Chemicals | SALE | $40.47 | 8,483 | $343,336 | 2,000 | -80.9% |
| 2009-08-06 22:05 | 2009-08-06 | MOS | MOSAIC CO | SEIBERT STEVEN M | Director | Agricultural Inputs | OPT+S | $54.27 | 1,683 | $91,338 | 7,161 | -19.0% |
| 2009-08-06 21:04 | 2009-08-06 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | MEANY DENNIS M | Officer; SVP, Gen.Counsel & Sec'y | Specialty Chemicals | SALE | $36.20 | 5,123 | $185,445 | 61,042 | -7.7% |
| 2009-08-07 00:19 | 2009-08-06 | SSD | Simpson Manufacturing Co., Inc. | EBERHARD STEPHEN P | Officer; President, Simpson Dura-Vent | Lumber & Wood Production | SALE | $29.13 | 600 | $17,475 | 0 | -100.0% |
| 2009-08-06 18:49 | 2009-08-05 | MOS | MOSAIC CO | LUMPKINS ROBERT L | Director | Agricultural Inputs | OPT+S | $55.01 | 2,900 | $159,535 | 5,514 | -34.5% |
| 2009-08-06 18:57 | 2009-08-04 | SCL | STEPAN CO | ZOGLIO ANTHONY J | Officer; Vice President - Supply Chain | Specialty Chemicals | OPT+S | $47.00 | 2,198 | $103,300 | 13,815 | -13.7% |
| 2009-08-06 21:36 | 2009-08-06 | MOS | MOSAIC CO | GRABER WILLIAM R | Director | Agricultural Inputs | OPT+S | $54.70 | 1,700 | $92,990 | 15,929 | -9.6% |
| 2009-08-06 18:49 | 2009-08-05 | MOS | MOSAIC CO | MACKAY HAROLD H | Director | Agricultural Inputs | OPT+S | $54.69 | 2,000 | $109,381 | 14,129 | -12.4% |
| 2009-08-07 01:17 | 2009-08-04 | KRO | KRONOS WORLDWIDE INC | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Specialty Chemicals | BUY | $8.30 | 2,000 | $16,600 | 212,483 | +1.0% |
| 2009-08-06 22:05 | 2009-08-06 | MOS | MOSAIC CO | BENTELE RAYMOND F | Director | Agricultural Inputs | OPT+S | $54.40 | 1,500 | $81,597 | 14,129 | -9.6% |
| 2009-08-05 20:50 | 2009-08-03 | SCL | STEPAN CO | Wynn H Edward | Officer; VP, Gen'l Counsel & Secretary | Specialty Chemicals | OPT+S | $46.39 | 1,100 | $51,028 | 1,970 | -35.8% |
| 2009-08-05 23:38 | 2009-08-03 | MOS | MOSAIC CO | BEUG NORMAN B | Officer; Senior Vice President | Agricultural Inputs | OPT+S | $54.03 | 9,138 | $493,726 | 44,229 | -17.1% |
| 2009-08-05 23:52 | 2009-08-03 | BCPC | BALCHEM CORP | LUDWIG DAVID F | Officer; VP/Gen Mgr/ARC Spec Prods | Specialty Chemicals | OPT+S | $27.45 | 12,150 | $333,518 | 15,635 | -43.7% |
| 2009-08-05 23:50 | 2009-08-03 | BCPC | BALCHEM CORP | FITZPATRICK FRANK | Officer; CFO | Specialty Chemicals | OPT+S | $27.28 | 50,625 | $1,381,197 | 28,968 | -63.6% |
| 2009-08-05 22:25 | 2009-08-04 | SXT | SENSIENT TECHNOLOGIES CORP | WHITELAW ESSIE | Director | Specialty Chemicals | OPT+S | $25.50 | 2,000 | $51,000 | 9,473 | -17.4% |
| 2009-08-05 23:07 | 2009-08-05 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN JAMES | Director, Officer, 10% owner; Chairman and CEO | Agricultural Inputs | OPT+S | $39.68 | 16,798 | $666,566 | 107,632 | -13.5% |
| 2009-08-05 23:06 | 2009-08-03 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN JAMES | Director, Officer, 10% owner; Chairman and CEO | Agricultural Inputs | OPT+S | $39.89 | 90,260 | $3,600,652 | 107,632 | -45.6% |
| 2009-08-06 00:04 | 2009-08-03 | USLM | UNITED STATES LIME & MINERALS INC | BEALL ROBERT S | 10% owner | Building Materials | SALE | $40.61 | 5,300 | $215,254 | 651,073 | -0.8% |
| 2009-08-05 21:46 | 2009-08-03 | FMC | FMC CORP | WALTER WILLIAM G | Director, Officer; President, CEO and Chairman | Agricultural Inputs | OPT+S | $50.00 | 40,000 | $2,000,000 | 61,964 | -39.2% |
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.