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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008-12-03 01:02 | 2008-12-01 | CDE | Coeur Mining, Inc. | BIRAK DONALD J | Officer; Senior VP - Exploration | Gold | BUY | $0.58 | 5,000 | $2,900 | 91,166 | +5.8% |
| 2008-12-03 00:55 | 2008-11-28 | NTIC | NORTHERN TECHNOLOGIES INTERNATIONAL CORP | LYNCH G PATRICK | Director, Officer, 10% owner; President and CEO | Specialty Chemicals | SALE | $10.08 | 59,600 | $600,601 | 852,068 | -6.5% |
| 2008-12-03 03:27 | 2008-12-01 | USLM | UNITED STATES LIME & MINERALS INC | BYRNE TIMOTHY W | Director, Officer; President & CEO | Building Materials | SALE | $26.75 | 6,000 | $160,500 | 43,452 | -12.1% |
| 2008-12-02 03:58 | 2008-12-01 | AVD | AMERICAN VANGUARD CORP | Johnson David` T. | Officer; CHIEF FINANCIAL OFFICER | Agricultural Inputs | BUY | $8.00 | 1,000 | $8,000 | 1,000 | +100.0% |
| 2008-12-01 21:02 | 2008-11-26 | CF | CF Industries Holdings, Inc. | Hoker Richard A | Officer; VP and Corporate Controller | Agricultural Inputs | BUY | $53.13 | 600 | $31,878 | 2,710 | +28.4% |
| 2008-12-01 19:13 | 2008-11-26 | VMC | Vulcan Materials CO | McAbee Ronald G | Officer; SVP, CMG-West | Building Materials | OPT+S | $58.00 | 9,550 | $553,900 | 5,054 | -65.4% |
| 2008-12-01 19:13 | 2008-11-26 | VMC | Vulcan Materials CO | KHAN EJAZ A | Officer; VP, Controller & CIO | Building Materials | OPT+S | $61.58 | 3,000 | $184,750 | 3,349 | -47.3% |
| 2008-12-02 01:45 | 2008-11-26 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $13.22 | 19,500 | $257,700 | 94,583 | +26.0% |
| 2008-11-28 18:30 | 2008-11-26 | KALU | KAISER ALUMINUM CORP | Van Leeuwen Thomas Melton | Director | Aluminum | BUY | $20.21 | 1,000 | $20,205 | 4,284 | +30.5% |
| 2008-11-28 23:38 | 2008-11-25 | CE | Celanese Corp | ROHR MARK C | Director | Chemicals | BUY | $9.13 | 4,600 | $41,998 | 18,616 | +32.8% |
| 2008-11-27 01:17 | 2008-10-20 | FTFL | FutureFuel Corp. | Osmium Special Situations Fund Ltd | 10% owner | Specialty Chemicals | BUY | $5.76 | 120,050 | $691,224 | 2,207,700 | +5.8% |
| 2008-11-26 18:49 | 2008-11-25 | FRD | FRIEDMAN INDUSTRIES INC | WILLIAMS JOE L | Director | Steel | BUY | $4.63 | 1,150 | $5,325 | 3,570 | +47.5% |
| 2008-11-26 23:52 | 2008-11-26 | LXU | LSB INDUSTRIES, INC. | TEPPER MICHAEL DAWE | Officer; Sr. VP - Int'l Operations | Chemicals | SALE | $8.40 | 15,000 | $126,053 | 74,455 | -16.8% |
| 2008-11-27 00:49 | 2008-11-25 | RGLD | ROYAL GOLD INC | WENGER STEFAN | Officer; Chief Financial Officer | Gold | OPT+S | $38.27 | 5,733 | $219,402 | 57,425 | -9.1% |
| 2008-11-27 01:14 | 2008-11-25 | RGLD | ROYAL GOLD INC | WENGER STEFAN | Officer; Chief Financial Officer | Gold | OPT+S | $38.27 | 5,733 | $219,402 | 57,342 | -9.1% |
| 2008-11-27 02:30 | 2008-11-26 | RGLD | ROYAL GOLD INC | GROSS KAREN | Officer; V.P. and Corporate Secretary | Gold | SALE | $38.45 | 6,148 | $236,408 | 97,217 | -5.9% |
| 2008-11-27 02:18 | 2008-11-26 | RGLD | ROYAL GOLD INC | GROSS KAREN | Officer; V.P. and Corporate Secretary | Gold | OPT+S | $38.79 | 9,052 | $351,161 | 103,366 | -8.1% |
| 2008-11-27 00:45 | 2008-11-24 | IPI | Intrepid Potash, Inc. | MARTIN J LANDIS | Director | Agricultural Inputs | SALE | $18.02 | 310,000 | $5,585,177 | 15,324 | -95.3% |
| 2008-11-26 02:35 | 2008-11-24 | KALU | KAISER ALUMINUM CORP | Bartholomew Carolyn | Director | Aluminum | BUY | $17.48 | 287 | $5,017 | 2,313 | +14.2% |
| 2008-11-25 22:14 | 2008-11-21 | RPM | RPM INTERNATIONAL INC/DE/ | MILLER DONALD K | Director | Specialty Chemicals | BUY | $10.61 | 5,000 | $53,065 | 5,000 | +100.0% |
| 2008-11-26 02:02 | 2008-11-21 | KRO | KRONOS WORLDWIDE INC | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Specialty Chemicals | BUY | $8.28 | 6,500 | $53,800 | 183,267 | +3.7% |
| 2008-11-26 00:41 | 2008-11-21 | STLD | STEEL DYNAMICS INC | Heasley Gary E | Officer; Executive Vice President | Steel | BUY | $5.58 | 1,000 | $5,580 | 49,750 | +2.1% |
| 2008-11-25 22:59 | 2008-11-21 | SMID | SMITH MIDLAND CORP | SMITH RODNEY I | Director, Officer, 10% owner; Chief Executive Officer | Building Materials | BUY | $0.56 | 17,600 | $9,821 | 533,398 | +3.4% |
| 2008-11-25 18:37 | 2008-11-21 | SWM | Mativ Holdings, Inc. | RUMELY JOHN W JR | Officer; Secretary and General Counsel | Specialty Chemicals | SALE | $15.00 | 1,000 | $15,001 | 27,024 | -3.6% |
| 2008-11-24 19:38 | 2008-11-21 | PPG | PPG INDUSTRIES INC | De Leener Pierre-Marie | Officer; Senior Vice President | Specialty Chemicals | BUY | $38.02 | 5,000 | $190,100 | 10,000 | +100.0% |
| 2008-11-24 23:37 | 2008-11-20 | LXU | LSB INDUSTRIES, INC. | Golsen Family LLC | 10% owner | Chemicals | BUY | $7.11 | 25,028 | $177,907 | 1,856,054 | +1.4% |
| 2008-11-24 23:10 | 2008-09-02 | GRMC | Goldrich Mining Company | Atkinson David | Director, 10% owner | Gold | BUY | $0.25 | 300,000 | $75,000 | 300,000 | +100.0% |
| 2008-11-24 23:03 | 2008-09-08 | GRMC | Goldrich Mining Company | WALTERS RICHARD R | Director, Officer; President | Gold | BUY | $0.20 | 74,711 | $15,122 | 890,571 | +9.2% |
| 2008-11-25 01:29 | 2008-11-20 | EXP | EAGLE MATERIALS INC | ESSL GERALD J | Officer; Executive Vice President | Building Materials | BUY | $14.97 | 5,000 | $74,850 | 25,110 | +24.9% |
| 2008-11-25 01:20 | 2008-11-20 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $9.52 | 22,000 | $209,429 | 75,083 | +41.4% |
| 2008-11-24 17:11 | 2008-11-12 | STLD | STEEL DYNAMICS INC | Heasley Gary E | Officer; Executive Vice President | Steel | BUY | $8.25 | 500 | $4,125 | 48,750 | +1.0% |
| 2008-11-25 00:01 | 2008-11-20 | POL | AVIENT CORP | MOONEY EDWARD J | Director | Specialty Chemicals | BUY | $2.99 | 200,000 | $598,700 | 50,000 | +100.0% |
| 2008-11-24 23:39 | 2008-11-20 | LXU | LSB INDUSTRIES, INC. | GOLSEN STEVEN | 10% owner | Chemicals | BUY | $7.11 | 4,588 | $32,613 | 315,529 | +1.5% |
| 2008-11-24 23:39 | 2008-11-20 | LXU | LSB INDUSTRIES, INC. | GOLSEN BARRY H | Director, Officer, 10% owner; President and COO | Chemicals | BUY | $7.11 | 25,028 | $177,907 | 1,856,054 | +1.4% |
| 2008-11-24 23:38 | 2008-11-20 | LXU | LSB INDUSTRIES, INC. | GOLSEN JACK E | Director, Officer, 10% owner; Chairman of the Board and CEO | Chemicals | BUY | $7.11 | 25,028 | $177,907 | 1,856,054 | +1.4% |
| 2008-11-25 00:20 | 2008-11-20 | LXU | LSB INDUSTRIES, INC. | RAPPAPORT LINDA F | 10% owner | Chemicals | BUY | $7.11 | 4,588 | $32,613 | 315,529 | +1.5% |
| 2008-11-24 23:37 | 2008-11-20 | LXU | LSB INDUSTRIES, INC. | SBL, LLC | 10% owner | Chemicals | BUY | $7.11 | 25,028 | $177,907 | 1,856,054 | +1.4% |
| 2008-11-21 22:09 | 2008-11-20 | NEU | NEWMARKET CORP | Hazelgrove Bruce R III | Officer; VP - Corporate Resources | Specialty Chemicals | BUY | $26.98 | 352 | $9,497 | 352 | +100.0% |
| 2008-11-22 01:31 | 2008-11-20 | FRD | FRIEDMAN INDUSTRIES INC | RICH HERSHEL M | Director | Steel | BUY | $4.96 | 20,000 | $99,200 | 57,177 | +53.8% |
| 2008-11-22 01:09 | 2008-11-21 | KALU | KAISER ALUMINUM CORP | RINKENBERGER DANIEL J | Officer; Sr. VP & CFO | Aluminum | BUY | $15.38 | 2,000 | $30,764 | 32,744 | +6.5% |
| 2008-11-22 01:37 | 2008-11-21 | RS | RELIANCE, INC. | KAMINSKI MARK V | Director | Steel | BUY | $13.19 | 5,000 | $65,971 | 20,000 | +33.3% |
| 2008-11-21 20:03 | 2008-11-19 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, 10% owner | Specialty Chemicals | BUY | $0.10 | 20,000 | $2,000 | 6,917,733 | +0.3% |
| 2008-11-20 18:48 | 2008-11-19 | CDE | Coeur Mining, Inc. | Koski Kenneth L | Officer; Controller | Gold | BUY | $0.48 | 5,000 | $2,400 | 18,666 | +36.6% |
| 2008-11-21 01:43 | 2008-11-18 | UXG | McEwen Inc. | McEwen Robert Ross | Director, Officer, 10% owner; Chairman and CEO | Other Precious Metals & Mining | BUY | $0.00 | 11,767,000 | $0 | 11,767,000 | +100.0% |
| 2008-11-21 01:43 | 2008-11-18 | UXG | McEwen Inc. | McEwen Robert Ross | Director, Officer, 10% owner; Chairman and CEO | Other Precious Metals & Mining | SALE | $0.00 | 11,767,000 | $0 | 0 | -100.0% |
| 2008-11-20 21:11 | 2008-11-18 | MERC | MERCER INTERNATIONAL INC. | WITTS GRAEME | Director | Paper & Paper Products | BUY | $1.70 | 7,000 | $11,925 | 28,685 | +32.3% |
| 2008-11-21 01:04 | 2008-11-19 | RS | RELIANCE, INC. | HAYES DOUGLAS M | Director | Steel | BUY | $16.49 | 1,000 | $16,489 | 19,195 | +5.5% |
| 2008-11-21 00:55 | 2008-11-20 | POL | AVIENT CORP | ROSENAU ROBERT M | Officer; Sr VP & GM - Vinyl Compounds | Specialty Chemicals | BUY | $2.95 | 4,000 | $11,799 | 43,280 | +10.2% |
| 2008-11-21 01:29 | 2008-11-18 | KRO | KRONOS WORLDWIDE INC | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Specialty Chemicals | BUY | $8.87 | 6,200 | $54,979 | 176,767 | +3.6% |
| 2008-11-20 18:02 | 2008-11-19 | SWM | Mativ Holdings, Inc. | RUMELY JOHN W JR | Officer; Secretary and General Counsel | Specialty Chemicals | SALE | $15.00 | 60 | $900 | 28,024 | -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.