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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2009-02-04 23:40 | 2009-02-02 | STLD | STEEL DYNAMICS INC | BATES JOHN C | Director | Steel | SALE | $11.79 | 318,460 | $3,755,854 | 2,759,576 | -10.3% |
| 2009-02-04 23:38 | 2009-02-02 | STLD | STEEL DYNAMICS INC | BATES JOHN C | Director | Steel | SALE | $11.21 | 176,140 | $1,974,864 | 3,078,036 | -5.4% |
| 2009-02-04 01:12 | 2009-02-02 | THMG | THUNDER MOUNTAIN GOLD INC | Jones Eric T | Director, Officer; Chief Financial Officer | Other Precious Metals & Mining | BUY | $0.28 | 500 | $140 | 1,648,000 | +0.0% |
| 2009-02-03 17:58 | 2009-01-30 | OLN | OLIN Corp | LARRIMORE RANDALL W | Director | Chemicals | BUY | $14.10 | 2,000 | $28,200 | 10,461 | +23.6% |
| 2009-02-03 01:45 | 2009-01-30 | THMG | THUNDER MOUNTAIN GOLD INC | Jones Eric T | Director, Officer; CFO | Other Precious Metals & Mining | BUY | $0.29 | 500 | $145 | 1,647,500 | +0.0% |
| 2009-02-02 20:32 | 2009-01-30 | OLN | OLIN Corp | Smith Vince J | Director | Chemicals | BUY | $14.00 | 1,000 | $14,000 | 1,397 | +251.9% |
| 2009-02-03 01:12 | 2009-01-29 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $15.09 | 6,000 | $90,524 | 118,080 | +5.4% |
| 2009-02-02 23:27 | 2009-01-30 | STLD | STEEL DYNAMICS INC | BATES JOHN C | Director | Steel | SALE | $11.04 | 256,657 | $2,832,646 | 3,254,176 | -7.3% |
| 2009-02-02 23:05 | 2009-01-29 | STLD | STEEL DYNAMICS INC | BATES JOHN C | Director | Steel | SALE | $10.74 | 743,343 | $7,984,768 | 3,510,833 | -17.5% |
| 2009-01-30 00:44 | 2009-01-26 | NNUP | NOCOPI TECHNOLOGIES INC/MD/ | GERWITZ HERMAN MARK | Director | Specialty Chemicals | BUY | $0.08 | 6,000 | $480 | 6,000 | +100.0% |
| 2009-01-28 16:40 | 2009-01-27 | SHW | SHERWIN WILLIAMS CO | MIXON AARON MALACHI III | Director | Specialty Chemicals | OPT+S | $46.60 | 2,000 | $93,200 | 28,352 | -6.6% |
| 2009-01-29 00:40 | 2009-01-23 | KOP | Koppers Holdings Inc. | Hyde Leslie S | Officer; Vice President, Safety and Env | Specialty Chemicals | BUY | $16.00 | 1,000 | $16,000 | 10,520 | +10.5% |
| 2009-01-28 20:08 | 2009-01-27 | SWM | Mativ Holdings, Inc. | RUMELY JOHN W JR | Officer; Secretary and General Counsel | Specialty Chemicals | SALE | $22.00 | 1,000 | $22,000 | 25,005 | -3.8% |
| 2009-01-27 15:31 | 2009-01-23 | KOP | Koppers Holdings Inc. | Hyde Leslie S | Officer; Vice President, Safety and Env | Specialty Chemicals | BUY | $16.00 | 1,000 | $16,000 | 7,075 | +16.5% |
| 2009-01-28 01:19 | 2009-01-27 | CMP | COMPASS MINERALS INTERNATIONAL INC | GOADBY DAVID J | Officer; Vice President | Other Industrial Metals & Mining | OPT+S | $54.30 | 3,400 | $184,620 | 35,666 | -8.7% |
| 2009-01-27 19:23 | 2009-01-26 | APD | Air Products and Chemicals Inc. | BAEZA MARIO | Director | Specialty Chemicals | OPT+S | $54.47 | 4,000 | $217,880 | 0 | -100.0% |
| 2009-01-27 00:11 | 2009-01-22 | NNUP | NOCOPI TECHNOLOGIES INC/MD/ | FEINSTEIN MICHAEL | Director, Officer; Chairman of the Board | Specialty Chemicals | BUY | $0.07 | 10,000 | $700 | 2,161,281 | +0.5% |
| 2009-01-26 18:59 | 2009-01-23 | THMG | THUNDER MOUNTAIN GOLD INC | Jones Eric T | Director, Officer; CFO | Other Precious Metals & Mining | BUY | $0.30 | 500 | $150 | 1,647,000 | +0.0% |
| 2009-01-26 18:53 | 2009-01-22 | THMG | THUNDER MOUNTAIN GOLD INC | Jones Eric T | Director, Officer; CFO | Other Precious Metals & Mining | BUY | $0.30 | 500 | $150 | 1,646,500 | +0.0% |
| 2009-01-27 01:12 | 2009-01-22 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $13.91 | 3,300 | $45,903 | 112,080 | +3.0% |
| 2009-01-23 18:21 | 2009-01-21 | MOS | MOSAIC CO | Popowich James L. | Director | Agricultural Inputs | BUY | $32.37 | 2,500 | $80,921 | 5,000 | +100.0% |
| 2009-01-23 04:12 | 2008-11-04 | CENX | CENTURY ALUMINUM CO | SCHNEIDER STEVE | Officer; Sr.VP;ChiefAcct.Off;Controller | Aluminum | SALE | $14.59 | 255 | $3,722 | 5,219 | -4.7% |
| 2009-01-22 20:56 | 2009-01-21 | PCU | SOUTHERN COPPER CORP/ | Grupo Mexico, S.A.B. de C.V. | 10% owner | Copper | BUY | $15.14 | 100,000 | $1,514,000 | 675,800,000 | +0.0% |
| 2009-01-22 00:08 | 2009-01-15 | NNUP | NOCOPI TECHNOLOGIES INC/MD/ | FEINSTEIN MICHAEL | Director, Officer; Chairman of the Board | Specialty Chemicals | BUY | $0.08 | 10,000 | $800 | 2,151,281 | +0.5% |
| 2009-01-22 00:34 | 2008-11-20 | KOP | Koppers Holdings Inc. | Evans Donald E | Officer; VP Glob. Mar,Sales&Dev.CM&C | Specialty Chemicals | BUY | $14.27 | 2,000 | $28,540 | 6,139 | +48.3% |
| 2009-01-22 03:38 | 2009-01-15 | KRO | KRONOS WORLDWIDE INC | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Specialty Chemicals | BUY | $13.65 | 1,000 | $13,650 | 192,267 | +0.5% |
| 2009-01-22 03:27 | 2009-01-15 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $13.42 | 6,097 | $81,816 | 108,780 | +5.9% |
| 2009-01-21 20:31 | 2009-01-20 | PCU | SOUTHERN COPPER CORP/ | Grupo Mexico, S.A.B. de C.V. | 10% owner | Copper | BUY | $15.18 | 100,000 | $1,518,000 | 675,700,000 | +0.0% |
| 2009-01-21 19:16 | 2009-01-16 | PCU | SOUTHERN COPPER CORP/ | Grupo Mexico, S.A.B. de C.V. | 10% owner | Copper | BUY | $15.42 | 100,000 | $1,542,000 | 675,600,000 | +0.0% |
| 2009-01-20 16:47 | 2009-01-16 | SWM | Mativ Holdings, Inc. | RUMELY JOHN W JR | Officer; Secretary and General Counsel | Specialty Chemicals | SALE | $21.00 | 1,000 | $21,000 | 26,005 | -3.7% |
| 2009-01-17 02:43 | 2009-01-14 | UXG | McEwen Inc. | 2190303 Ontario Inc. | 10% owner | Other Precious Metals & Mining | BUY | $0.96 | 247,700 | $236,876 | 12,317,300 | +2.1% |
| 2009-01-17 02:41 | 2009-01-09 | UXG | McEwen Inc. | 2190303 Ontario Inc. | 10% owner | Other Precious Metals & Mining | BUY | $0.98 | 302,600 | $297,456 | 12,069,600 | +2.6% |
| 2009-01-16 23:31 | 2009-01-14 | THMG | THUNDER MOUNTAIN GOLD INC | Jones Eric T | Director, Officer; CFO | Other Precious Metals & Mining | BUY | $0.30 | 500 | $150 | 1,646,000 | +0.0% |
| 2009-01-17 01:14 | 2009-01-05 | FTFL | FutureFuel Corp. | Osmium Special Situations Fund Ltd | 10% owner | Specialty Chemicals | BUY | $5.28 | 46,000 | $242,866 | 2,271,900 | +2.1% |
| 2009-01-16 20:37 | 2009-01-15 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer; Chairman, President, CEO | Agricultural Inputs | OPT+S | $45.00 | 1,000 | $45,000 | 118,570 | -0.8% |
| 2009-01-17 03:17 | 2009-01-14 | UXG | McEwen Inc. | McEwen Robert Ross | Director, Officer, 10% owner; Chairman and CEO | Other Precious Metals & Mining | BUY | $0.96 | 247,700 | $236,876 | 12,317,300 | +2.1% |
| 2009-01-17 02:49 | 2009-01-09 | UXG | McEwen Inc. | McEwen Robert Ross | Director, Officer, 10% owner; Chairman and CEO | Other Precious Metals & Mining | BUY | $0.98 | 302,600 | $297,456 | 12,069,600 | +2.6% |
| 2009-01-17 04:34 | 2009-01-14 | CLF | CLEVELAND-CLIFFS INC. | HARBINGER CAPITAL PARTNERS MASTER FUND I, LTD. | 10% owner, Other | Steel | SALE | $22.03 | 2,898,376 | $63,839,340 | 6,442,082 | -31.0% |
| 2009-01-16 22:04 | 2009-01-15 | WDFC | WD 40 CO | BEWLEY PETER D | Director | Specialty Chemicals | BUY | $24.90 | 500 | $12,451 | 7,458 | +7.2% |
| 2009-01-16 22:51 | 2009-01-15 | PCU | SOUTHERN COPPER CORP/ | Grupo Mexico, S.A.B. de C.V. | 10% owner | Copper | BUY | $14.36 | 100,000 | $1,436,000 | 675,500,000 | +0.0% |
| 2009-01-16 21:32 | 2009-01-14 | PCU | SOUTHERN COPPER CORP/ | Grupo Mexico, S.A.B. de C.V. | 10% owner | Copper | BUY | $14.59 | 150,000 | $2,188,500 | 675,400,000 | +0.0% |
| 2009-01-15 00:46 | 2009-01-13 | THMG | THUNDER MOUNTAIN GOLD INC | Jones Eric T | Director, Officer; CFO | Other Precious Metals & Mining | BUY | $0.23 | 5,500 | $1,245 | 1,645,500 | +0.3% |
| 2009-01-14 22:08 | 2009-01-13 | PCU | SOUTHERN COPPER CORP/ | Grupo Mexico, S.A.B. de C.V. | 10% owner | Copper | BUY | $15.00 | 50,000 | $750,000 | 675,250,000 | +0.0% |
| 2009-01-14 02:36 | 2009-01-09 | UXG | McEwen Inc. | 2190303 Ontario Inc. | 10% owner | Other Precious Metals & Mining | BUY | $1.18 | 302,600 | $357,007 | 12,069,600 | +2.6% |
| 2009-01-14 02:39 | 2009-01-09 | UXG | McEwen Inc. | McEwen Robert Ross | Director, Officer, 10% owner; Chairman and CEO | Other Precious Metals & Mining | BUY | $1.18 | 302,600 | $357,007 | 12,069,600 | +2.6% |
| 2009-01-13 23:56 | 2009-01-13 | PCU | SOUTHERN COPPER CORP/ | Grupo Mexico, S.A.B. de C.V. | 10% owner | Copper | BUY | $15.75 | 100,000 | $1,575,000 | 675,200,000 | +0.0% |
| 2009-01-13 03:03 | 2009-01-12 | RGLD | ROYAL GOLD INC | DEMPSEY STANLEY | Director | Gold | SALE | $42.00 | 8,500 | $357,002 | 382,579 | -2.2% |
| 2009-01-13 02:54 | 2009-01-09 | RGLD | ROYAL GOLD INC | DEMPSEY STANLEY | Director | Gold | SALE | $44.28 | 20,000 | $885,538 | 76,418 | -20.7% |
| 2009-01-12 19:19 | 2009-01-08 | FTFL | FutureFuel Corp. | KNOTT DAVID M | 10% owner | Specialty Chemicals | BUY | $5.15 | 40,000 | $206,000 | 51,200 | +357.1% |
| 2009-01-13 04:23 | 2009-01-09 | CLF | CLEVELAND-CLIFFS INC. | HARBINGER CAPITAL PARTNERS MASTER FUND I, LTD. | 10% owner, Other | Steel | SALE | $27.62 | 528,912 | $14,609,554 | 7,059,514 | -7.0% |
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.