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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2009-02-23 22:53 | 2009-02-20 | SYNL | Ascent Industries Co. | BRAM CRAIG C | Director | Chemicals | BUY | $4.95 | 3,550 | $17,563 | 5,605 | +172.7% |
| 2009-02-24 00:20 | 2009-02-20 | ZEUS | Olympic Steel Inc. | MARABITO RICHARD T | Officer; Chief Financial Officer | Steel | BUY | $14.73 | 10,000 | $147,310 | 15,500 | +181.8% |
| 2009-02-23 17:22 | 2009-02-19 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN PAUL | 10% owner | Agricultural Inputs | SALE | $30.15 | 1,200 | $36,180 | 3,425,164 | 0.0% |
| 2009-02-20 23:54 | 2009-02-17 | THMG | THUNDER MOUNTAIN GOLD INC | Jones Eric T | Director, Officer; CFO | Other Precious Metals & Mining | BUY | $0.21 | 7,500 | $1,540 | 1,661,500 | +0.5% |
| 2009-02-21 01:23 | 2009-02-18 | CMP | COMPASS MINERALS INTERNATIONAL INC | UNDERDOWN RODNEY L | Officer; Vice President & CFO | Other Industrial Metals & Mining | SALE | $59.25 | 7,734 | $458,240 | 49,429 | -13.5% |
| 2009-02-21 00:45 | 2009-02-18 | VHI | VALHI INC /DE/ | SIMMONS GLENN R | Director, Officer; Vice Chairman of the Board | Chemicals | BUY | $12.85 | 5,000 | $64,238 | 13,052 | +62.1% |
| 2009-02-21 02:50 | 2009-02-18 | KRO | KRONOS WORLDWIDE INC | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Specialty Chemicals | BUY | $12.96 | 4,000 | $51,850 | 196,267 | +2.1% |
| 2009-02-21 02:48 | 2009-02-12 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $13.70 | 13,300 | $182,151 | 143,638 | +10.2% |
| 2009-02-19 19:34 | 2009-02-17 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $32.31 | 10,500 | $339,255 | 20,147,149 | -0.1% |
| 2009-02-19 17:58 | 2009-02-17 | VMC | Vulcan Materials CO | TROSINO VINCENT J | Director | Building Materials | BUY | $44.79 | 1,500 | $67,185 | 8,200 | +22.4% |
| 2009-02-19 19:33 | 2009-02-17 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN PAUL | 10% owner | Agricultural Inputs | SALE | $32.31 | 10,500 | $339,255 | 3,426,342 | -0.3% |
| 2009-02-19 20:28 | 2009-02-18 | PCU | SOUTHERN COPPER CORP/ | Grupo Mexico, S.A.B. de C.V. | 10% owner | Copper | BUY | $14.14 | 139,534 | $1,973,011 | 676,139,534 | +0.0% |
| 2009-02-19 20:01 | 2009-02-17 | PCU | SOUTHERN COPPER CORP/ | VELASCO GERMAN LARREA MOTA | Director, Officer; Chairman of the Board | Copper | BUY | $14.11 | 100,000 | $1,411,000 | 512,000 | +24.3% |
| 2009-02-18 22:51 | 2009-02-17 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer; Chairman, President, CEO | Agricultural Inputs | OPT+S | $51.76 | 2,000 | $103,520 | 118,570 | -1.7% |
| 2009-02-18 20:15 | 2009-02-17 | PCU | SOUTHERN COPPER CORP/ | Grupo Mexico, S.A.B. de C.V. | 10% owner | Copper | BUY | $14.13 | 200,000 | $2,826,000 | 676,000,000 | +0.0% |
| 2009-02-17 14:09 | 2009-02-12 | EMN | EASTMAN CHEMICAL CO | Anderson Gary E | Director | Specialty Chemicals | BUY | $24.15 | 2,500 | $60,372 | 4,216 | +145.7% |
| 2009-02-17 14:10 | 2009-02-12 | EMN | EASTMAN CHEMICAL CO | WOOD PETER M | Director | Specialty Chemicals | BUY | $24.76 | 2,000 | $49,520 | 3,996 | +100.2% |
| 2009-02-17 23:44 | 2009-02-13 | UFPI | UFP INDUSTRIES INC | GLENN MICHAEL B | Officer; Chief Executive Officer | Lumber & Wood Production | SALE | $26.15 | 4,100 | $107,210 | 112,816 | -3.5% |
| 2009-02-17 22:48 | 2009-02-12 | VMC | Vulcan Materials CO | RICE DONALD B | Director | Building Materials | BUY | $45.00 | 10,000 | $450,000 | 41,950 | +31.3% |
| 2009-02-18 00:03 | 2009-02-12 | STLD | STEEL DYNAMICS INC | TEETS RICHARD P JR | Director, Officer; Executive Vice President | Steel | BUY | $12.00 | 2,166 | $25,992 | 4,366 | +98.5% |
| 2009-02-14 02:43 | 2009-02-12 | RGLD | ROYAL GOLD INC | DEMPSEY STANLEY | Director | Gold | SALE | $43.39 | 6,000 | $260,340 | 70,418 | -7.9% |
| 2009-02-14 02:22 | 2009-02-12 | CMP | COMPASS MINERALS INTERNATIONAL INC | Bryan Ronald | Officer; VP and General Manager | Other Industrial Metals & Mining | OPT+S | $60.07 | 12,499 | $750,807 | 3,463 | -78.3% |
| 2009-02-12 01:44 | 2009-02-10 | RGLD | ROYAL GOLD INC | DEMPSEY STANLEY | Director | Gold | SALE | $43.20 | 8,500 | $367,200 | 368,679 | -2.3% |
| 2009-02-12 00:53 | 2009-02-11 | SMG | SCOTTS MIRACLE-GRO CO | Kohrt Carl F | Director | Agricultural Inputs | BUY | $33.16 | 760 | $25,202 | 760 | +100.0% |
| 2009-02-11 23:29 | 2009-02-10 | AB | Albemarle Corporation | NOKES JIM W | Director | Specialty Chemicals | BUY | $23.33 | 1,000 | $23,330 | 1,000 | +100.0% |
| 2009-02-11 18:09 | 2009-02-09 | SXT | SENSIENT TECHNOLOGIES CORP | HAMMOND JOHN L | Officer; Senior VP, Gen Counsel & Secy | Specialty Chemicals | OPT+S | $23.41 | 7,358 | $172,217 | 101,270 | -6.8% |
| 2009-02-11 18:08 | 2009-02-09 | SXT | SENSIENT TECHNOLOGIES CORP | HOBBS RICHARD F | Officer; Senior VP & CFO | Specialty Chemicals | OPT+S | $23.41 | 8,330 | $194,967 | 141,100 | -5.6% |
| 2009-02-11 18:06 | 2009-02-09 | SXT | SENSIENT TECHNOLOGIES CORP | MANNING KENNETH P | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $23.41 | 25,962 | $607,651 | 314,773 | -7.6% |
| 2009-02-12 02:14 | 2009-02-09 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $14.75 | 9,000 | $132,723 | 130,338 | +7.4% |
| 2009-02-10 18:44 | 2009-02-10 | CMC | COMMERCIAL METALS Co | HANNS ZOELLNER | Officer; EVP & Pres. CMC Int'l | Steel | SALE | $13.39 | 5,000 | $66,950 | 87,751 | -5.4% |
| 2009-02-11 00:14 | 2009-02-10 | VMC | Vulcan Materials CO | WASON ROBERT A IV | Officer; Sr. VP, General Counsel | Building Materials | OPT+S | $49.84 | 3,500 | $174,440 | 27,706 | -11.2% |
| 2009-02-10 19:01 | 2009-02-06 | SXT | SENSIENT TECHNOLOGIES CORP | HAMMOND JOHN L | Officer; Senior VP, Gen Counsel & Secy | Specialty Chemicals | OPT+S | $23.36 | 14,142 | $330,409 | 101,270 | -12.3% |
| 2009-02-10 19:03 | 2009-02-06 | SXT | SENSIENT TECHNOLOGIES CORP | HOBBS RICHARD F | Officer; Senior VP & CFO | Specialty Chemicals | OPT+S | $23.34 | 10,920 | $254,914 | 141,100 | -7.2% |
| 2009-02-10 19:06 | 2009-02-06 | SXT | SENSIENT TECHNOLOGIES CORP | MANNING KENNETH P | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $23.34 | 34,038 | $794,576 | 314,773 | -9.8% |
| 2009-02-11 00:11 | 2009-02-05 | STLD | STEEL DYNAMICS INC | TEETS RICHARD P JR | Director, Officer; Executive Vice President | Steel | BUY | $12.00 | 2,166 | $25,992 | 4,366 | +98.5% |
| 2009-02-10 22:20 | 2009-02-09 | STLD | STEEL DYNAMICS INC | BATES JOHN C | Director | Steel | SALE | $14.24 | 36,351 | $517,591 | 1,691,436 | -2.1% |
| 2009-02-10 22:19 | 2009-02-09 | STLD | STEEL DYNAMICS INC | BATES JOHN C | Director | Steel | SALE | $13.94 | 211,449 | $2,948,318 | 1,727,787 | -10.9% |
| 2009-02-10 22:18 | 2009-02-06 | STLD | STEEL DYNAMICS INC | BATES JOHN C | Director | Steel | SALE | $13.70 | 314,940 | $4,314,111 | 1,939,236 | -14.0% |
| 2009-02-09 23:37 | 2009-02-06 | UFPI | UFP INDUSTRIES INC | CURRIE WILLIAM G | Director, Officer; Executive Chairman | Lumber & Wood Production | SALE | $25.38 | 3,500 | $88,824 | 226,580 | -1.5% |
| 2009-02-09 19:17 | 2009-02-05 | VMC | Vulcan Materials CO | KHAN EJAZ A | Officer; VP, Controller & CIO | Building Materials | OPT+S | $50.85 | 875 | $44,494 | 3,201 | -21.5% |
| 2009-02-09 17:33 | 2009-02-06 | NUE | NUCOR CORP | FERRIOLA JOHN J | Officer; CHIEF OPERATING OFFICER | Steel | OPT+S | $45.03 | 6,000 | $270,169 | 142,196 | -4.0% |
| 2009-02-07 00:00 | 2009-02-06 | NNUP | NOCOPI TECHNOLOGIES INC/MD/ | White Philip | Director | Specialty Chemicals | BUY | $0.13 | 5,000 | $650 | 72,833 | +7.4% |
| 2009-02-07 02:59 | 2009-02-04 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $14.96 | 3,258 | $48,741 | 121,338 | +2.8% |
| 2009-02-06 00:54 | 2009-02-04 | STLD | STEEL DYNAMICS INC | BATES JOHN C | Director | Steel | SALE | $12.61 | 52,025 | $656,035 | 2,254,176 | -2.3% |
| 2009-02-06 00:53 | 2009-02-04 | STLD | STEEL DYNAMICS INC | BATES JOHN C | Director | Steel | SALE | $12.41 | 216,954 | $2,693,375 | 2,306,201 | -8.6% |
| 2009-02-06 00:52 | 2009-02-04 | STLD | STEEL DYNAMICS INC | BATES JOHN C | Director | Steel | SALE | $12.14 | 231,021 | $2,804,895 | 2,523,155 | -8.4% |
| 2009-02-05 05:29 | 2009-02-02 | CLF | CLEVELAND-CLIFFS INC. | HARBINGER CAPITAL PARTNERS MASTER FUND I, LTD. | 10% owner, Other | Steel | SALE | $22.61 | 1,294,100 | $29,253,519 | 6,002,182 | -17.7% |
| 2009-02-05 05:27 | 2009-01-16 | CLF | CLEVELAND-CLIFFS INC. | HARBINGER CAPITAL PARTNERS MASTER FUND I, LTD. | 10% owner, Other | Steel | SALE | $22.02 | 245,833 | $5,413,366 | 6,442,182 | -3.7% |
| 2009-02-04 14:15 | 2009-02-03 | CENX | CENTURY ALUMINUM CO | GLENCORE INVESTMENT PTY LTD. | 10% owner | Aluminum | BUY | $4.50 | 13,242,250 | $59,590,125 | 28,062,386 | +89.4% |
| 2009-02-04 23:41 | 2009-02-03 | STLD | STEEL DYNAMICS INC | BATES JOHN C | Director | Steel | SALE | $11.95 | 5,400 | $64,546 | 2,754,176 | -0.2% |
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.