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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008-11-20 01:19 | 2008-11-18 | RGLD | ROYAL GOLD INC | Hayes William M. | Director | Gold | BUY | $30.00 | 8,000 | $240,000 | 10,500 | +320.0% |
| 2008-11-20 01:07 | 2008-11-17 | LXU | LSB INDUSTRIES, INC. | Golsen Family LLC | 10% owner | Chemicals | BUY | $7.50 | 2,155 | $16,163 | 1,831,026 | +0.1% |
| 2008-11-20 01:10 | 2008-11-18 | KALU | KAISER ALUMINUM CORP | Frankel Carl Bennett | Director | Aluminum | BUY | $23.17 | 1,000 | $23,170 | 8,695 | +13.0% |
| 2008-11-19 21:06 | 2008-11-13 | URST | NextSource Materials Inc. | Wolfe Elgin Mills | Director | Other Industrial Metals & Mining | BUY | $0.08 | 144,550 | $12,084 | 419,550 | +52.6% |
| 2008-11-19 19:27 | 2008-11-14 | VMC | Vulcan Materials CO | McAbee Ronald G | Officer; SVP, CMG-West | Building Materials | OPT+S | $58.00 | 2,300 | $133,400 | 5,054 | -31.3% |
| 2008-11-20 01:12 | 2008-11-18 | KALU | KAISER ALUMINUM CORP | Wilcox Brett | Director | Aluminum | BUY | $23.24 | 2,000 | $46,477 | 6,320 | +46.3% |
| 2008-11-19 22:08 | 2008-11-17 | MERC | MERCER INTERNATIONAL INC. | GANDOSSI DAVID M | Officer; Chief Financial Officer | Paper & Paper Products | BUY | $1.73 | 10,000 | $17,270 | 50,000 | +25.0% |
| 2008-11-19 16:41 | 2008-11-17 | ZEUS | Olympic Steel Inc. | MEATHE JAMES | Director | Steel | BUY | $16.50 | 6,000 | $99,000 | 11,200 | +115.4% |
| 2008-11-19 22:01 | 2008-11-17 | MERC | MERCER INTERNATIONAL INC. | LEE JIMMY S H | Director, Officer; Chief Executive Officer | Paper & Paper Products | BUY | $1.65 | 2,379 | $3,925 | 1,424,779 | +0.2% |
| 2008-11-20 02:34 | 2008-11-17 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $11.13 | 10,100 | $112,375 | 53,083 | +23.5% |
| 2008-11-20 01:07 | 2008-11-17 | LXU | LSB INDUSTRIES, INC. | GOLSEN STEVEN | 10% owner | Chemicals | BUY | $7.50 | 395 | $2,963 | 311,274 | +0.1% |
| 2008-11-20 01:05 | 2008-11-17 | LXU | LSB INDUSTRIES, INC. | GOLSEN BARRY H | Director, Officer, 10% owner; President and COO | Chemicals | BUY | $7.50 | 2,155 | $16,163 | 1,831,026 | +0.1% |
| 2008-11-20 01:04 | 2008-11-17 | LXU | LSB INDUSTRIES, INC. | GOLSEN JACK E | Director, Officer, 10% owner; Chairman of the Board and CEO | Chemicals | BUY | $7.50 | 2,155 | $16,163 | 1,831,026 | +0.1% |
| 2008-11-20 01:08 | 2008-11-17 | LXU | LSB INDUSTRIES, INC. | RAPPAPORT LINDA F | 10% owner | Chemicals | BUY | $7.50 | 395 | $2,963 | 311,274 | +0.1% |
| 2008-11-20 01:05 | 2008-11-17 | LXU | LSB INDUSTRIES, INC. | SBL, LLC | 10% owner | Chemicals | BUY | $7.50 | 2,155 | $16,163 | 1,831,026 | +0.1% |
| 2008-11-19 21:38 | 2008-11-17 | SWM | Mativ Holdings, Inc. | RUMELY JOHN W JR | Officer; Secretary and General Counsel | Specialty Chemicals | SALE | $15.00 | 940 | $14,100 | 28,084 | -3.2% |
| 2008-11-18 18:56 | 2008-11-17 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer; Chairman, President, CEO | Agricultural Inputs | OPT+S | $51.44 | 5,000 | $257,200 | 118,570 | -4.0% |
| 2008-11-18 23:00 | 2008-11-17 | CMP | COMPASS MINERALS INTERNATIONAL INC | Bryan Ronald | Officer; VP and General Manager | Other Industrial Metals & Mining | OPT+S | $54.40 | 5,200 | $282,880 | 3,871 | -57.3% |
| 2008-11-19 00:34 | 2008-11-17 | CDE | Coeur Mining, Inc. | WHEELER DENNIS E | Director, Officer; Chairman, President and CEO | Gold | BUY | $0.55 | 25,000 | $13,658 | 728,427 | +3.6% |
| 2008-11-19 00:16 | 2008-11-14 | CMC | COMMERCIAL METALS Co | MCCLEAN MURRAY R | Director, Officer, Other; Chairman | Steel | BUY | $10.03 | 20,000 | $200,552 | 165,691 | +13.7% |
| 2008-11-19 00:24 | 2008-11-14 | STLD | STEEL DYNAMICS INC | KOLB JURGEN DR | Director | Steel | BUY | $8.76 | 2,500 | $21,900 | 19,704 | +14.5% |
| 2008-11-18 03:40 | 2008-11-14 | THMG | THUNDER MOUNTAIN GOLD INC | Jones Eric T | Director, Officer; CFO | Other Precious Metals & Mining | BUY | $0.22 | 1,000 | $220 | 1,637,500 | +0.1% |
| 2008-11-18 02:00 | 2008-11-13 | LXU | LSB INDUSTRIES, INC. | Golsen Family LLC | 10% owner | Chemicals | BUY | $7.45 | 32,817 | $244,552 | 1,828,871 | +1.8% |
| 2008-11-17 15:35 | 2008-11-14 | SHW | SHERWIN WILLIAMS CO | HOPKINS THOMAS E | Officer; Sr. VP-Human Resources | Specialty Chemicals | SALE | $54.69 | 15,246 | $833,804 | 41,713 | -26.8% |
| 2008-11-18 02:13 | 2008-11-13 | KRO | KRONOS WORLDWIDE INC | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Specialty Chemicals | BUY | $8.25 | 5,000 | $41,232 | 170,567 | +3.0% |
| 2008-11-18 01:59 | 2008-11-13 | LXU | LSB INDUSTRIES, INC. | GOLSEN STEVEN | 10% owner | Chemicals | BUY | $7.45 | 6,015 | $44,823 | 310,908 | +2.0% |
| 2008-11-18 01:59 | 2008-11-13 | LXU | LSB INDUSTRIES, INC. | GOLSEN BARRY H | Director, Officer, 10% owner; President and COO | Chemicals | BUY | $7.45 | 32,817 | $244,552 | 1,828,871 | +1.8% |
| 2008-11-18 02:00 | 2008-11-13 | LXU | LSB INDUSTRIES, INC. | GOLSEN JACK E | Director, Officer, 10% owner; Chairman of the Board and CEO | Chemicals | BUY | $7.45 | 32,817 | $244,552 | 1,828,871 | +1.8% |
| 2008-11-18 01:59 | 2008-11-13 | LXU | LSB INDUSTRIES, INC. | RAPPAPORT LINDA F | 10% owner | Chemicals | BUY | $7.45 | 6,015 | $44,823 | 310,908 | +2.0% |
| 2008-11-18 01:58 | 2008-11-13 | LXU | LSB INDUSTRIES, INC. | SBL, LLC | 10% owner | Chemicals | BUY | $7.45 | 32,817 | $244,552 | 1,828,871 | +1.8% |
| 2008-11-14 23:26 | 2008-11-13 | VGZ | VISTA GOLD CORP | Earnest Frederick Hume | Director, Officer; President & COO | Gold | BUY | $0.90 | 2,000 | $1,800 | 6,500 | +44.4% |
| 2008-11-14 00:18 | 2008-11-11 | RGLD | ROYAL GOLD INC | DEMPSEY STANLEY | Director, Officer; Executive Chairman | Gold | SALE | $31.00 | 8,500 | $263,500 | 383,289 | -2.2% |
| 2008-11-13 20:47 | 2008-11-12 | THMG | THUNDER MOUNTAIN GOLD INC | Jones Eric T | Director, Officer; CFO | Other Precious Metals & Mining | BUY | $0.22 | 1,000 | $220 | 1,636,500 | +0.1% |
| 2008-11-13 20:17 | 2008-11-12 | CMC | COMMERCIAL METALS Co | RUSCH LEON K | Officer; Controller | Steel | BUY | $9.44 | 700 | $6,608 | 8,724 | +8.7% |
| 2008-11-13 23:11 | 2008-11-13 | CMC | COMMERCIAL METALS Co | HANNS ZOELLNER | Officer, Other; EVP & Pres. CMC Int'l | Steel | BUY | $9.40 | 4,000 | $37,583 | 84,202 | +5.0% |
| 2008-11-14 01:48 | 2008-11-11 | RGLD | ROYAL GOLD INC | JENSEN TONY A | Director, Officer; President and CEO | Gold | SALE | $30.96 | 1,740 | $53,873 | 126,610 | -1.4% |
| 2008-11-13 17:17 | 2008-11-11 | HDSN | HUDSON TECHNOLOGIES INC /NY | MONETTA DOMINIC J | Director | Specialty Chemicals | BUY | $1.23 | 2,500 | $3,075 | 120,100 | +2.1% |
| 2008-11-14 01:12 | 2008-11-12 | CMC | COMMERCIAL METALS Co | LOEWENBERG RALPH E | Director | Steel | BUY | $10.01 | 100,000 | $1,001,250 | 146,000 | +217.4% |
| 2008-11-13 00:44 | 2008-11-11 | RGLD | ROYAL GOLD INC | Heissenbuttel William Holmes | Officer; V.P. Corporate Development | Gold | OPT+S | $30.24 | 729 | $22,042 | 28,436 | -2.5% |
| 2008-11-12 17:56 | 2008-11-10 | BCPC | BALCHEM CORP | Premdas Perry W | Director | Specialty Chemicals | BUY | $23.99 | 6,700 | $160,733 | 13,950 | +92.4% |
| 2008-11-13 00:37 | 2008-11-10 | FCX | FREEPORT-MCMORAN INC | RANKIN B M JR | Director | Copper | BUY | $29.44 | 5,000 | $147,181 | 22,000 | +29.4% |
| 2008-11-13 00:19 | 2008-11-12 | CMC | COMMERCIAL METALS Co | LARSON WILLIAM B | Officer, Other; SrVP & Chief Financial Officer | Steel | BUY | $10.38 | 5,000 | $51,900 | 235,744 | +2.2% |
| 2008-11-13 03:20 | 2008-11-10 | RGLD | ROYAL GOLD INC | GROSS KAREN | Officer; V.P. & Corporate Secretary | Gold | SALE | $31.41 | 15,036 | $472,248 | 97,218 | -13.4% |
| 2008-11-13 02:25 | 2008-11-10 | RGLD | ROYAL GOLD INC | GROSS KAREN | Officer; V.P. & Corporate Secretary | Gold | OPT+S | $32.01 | 1,250 | $40,016 | 112,254 | -1.1% |
| 2008-11-13 01:34 | 2008-11-07 | KRO | KRONOS WORLDWIDE INC | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Specialty Chemicals | BUY | $9.48 | 12,700 | $120,444 | 165,567 | +8.3% |
| 2008-11-13 01:30 | 2008-11-07 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $11.92 | 15,000 | $178,751 | 42,983 | +53.6% |
| 2008-11-10 18:55 | 2008-11-06 | CDE | Coeur Mining, Inc. | HARDY K. LEON | Officer; Sr. VP No. Am. Op. | Gold | BUY | $0.62 | 5,000 | $3,076 | 27,688 | +22.0% |
| 2008-11-10 21:27 | 2008-11-07 | SMG | SCOTTS MIRACLE-GRO CO | SANDERS BARRY W | Officer; EVP, North America | Agricultural Inputs | SALE | $24.86 | 5,038 | $125,245 | 14,800 | -25.4% |
| 2008-11-11 02:15 | 2008-10-31 | CE | Celanese Corp | ROHR MARK C | Director | Chemicals | BUY | $13.00 | 5,000 | $65,000 | 14,016 | +55.5% |
| 2008-11-10 23:53 | 2008-11-06 | MERC | MERCER INTERNATIONAL INC. | LEE JIMMY S H | Director, Officer; Chief Executive Officer | Paper & Paper Products | BUY | $2.25 | 100,000 | $225,000 | 1,422,400 | +7.6% |
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.