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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008-08-29 18:00 | 2008-08-27 | NEU | NEWMARKET CORP | GOTTWALD BRUCE C | Director, 10% owner | Specialty Chemicals | BUY | $64.94 | 17,339 | $1,125,948 | 764,996 | +2.3% |
| 2008-08-29 18:00 | 2008-08-27 | NEU | NEWMARKET CORP | GOTTWALD BRUCE C | Director, 10% owner | Specialty Chemicals | BUY | $64.80 | 15,561 | $1,008,378 | 747,657 | +2.1% |
| 2008-08-29 22:04 | 2008-08-27 | LXU | LSB INDUSTRIES, INC. | SHEAR DAVID MICHAEL | Officer; Senior VP/General Counsel/Sec | Chemicals | SALE | $23.70 | 14,500 | $343,601 | 8,988 | -61.7% |
| 2008-08-29 19:08 | 2008-08-27 | HWKN | HAWKINS INC | PAULSON KEENAN A | Officer; V.P., Water Treatment Group | Specialty Chemicals | SALE | $15.54 | 2,639 | $41,017 | 0 | -100.0% |
| 2008-08-28 19:02 | 2008-08-26 | CF | CF Industries Holdings, Inc. | Pruett David J | Officer; Senior VP, Operations | Agricultural Inputs | OPT+S | $148.07 | 15,000 | $2,221,016 | 19,010 | -44.1% |
| 2008-08-28 19:02 | 2008-08-26 | CF | CF Industries Holdings, Inc. | Davisson William | Director | Agricultural Inputs | SALE | $147.50 | 1,500 | $221,250 | 8,954 | -14.3% |
| 2008-08-28 21:35 | 2008-08-27 | HWKN | HAWKINS INC | CHACKO EAPEN | Director | Specialty Chemicals | BUY | $15.69 | 1,000 | $15,690 | 4,123 | +32.0% |
| 2008-08-29 00:40 | 2008-08-27 | VMC | Vulcan Materials CO | NAPIER JAMES V | Director | Building Materials | SALE | $74.40 | 1,945 | $144,708 | 8,050 | -19.5% |
| 2008-08-28 18:31 | 2008-08-27 | NUE | NUCOR CORP | DIMICCO DANIEL R | Director, Officer; CHAIRMAN, PRESIDENT & CEO | Steel | OPT+S | $52.08 | 5,648 | $294,159 | 401,759 | -1.4% |
| 2008-08-27 23:13 | 2008-08-26 | NEU | NEWMARKET CORP | GOTTWALD BRUCE C | Director, 10% owner | Specialty Chemicals | BUY | $64.96 | 4,265 | $277,071 | 732,096 | +0.6% |
| 2008-08-27 23:13 | 2008-08-26 | NEU | NEWMARKET CORP | GOTTWALD BRUCE C | Director, 10% owner | Specialty Chemicals | BUY | $64.66 | 11,780 | $761,682 | 727,831 | +1.6% |
| 2008-08-27 23:13 | 2008-08-26 | NEU | NEWMARKET CORP | GOTTWALD BRUCE C | Director, 10% owner | Specialty Chemicals | BUY | $64.44 | 12,253 | $789,596 | 716,051 | +1.7% |
| 2008-08-27 23:13 | 2008-08-25 | NEU | NEWMARKET CORP | GOTTWALD BRUCE C | Director, 10% owner | Specialty Chemicals | BUY | $64.64 | 10,652 | $688,561 | 703,798 | +1.5% |
| 2008-08-27 23:12 | 2008-08-25 | NEU | NEWMARKET CORP | GOTTWALD BRUCE C | Director, 10% owner | Specialty Chemicals | BUY | $64.66 | 8,768 | $566,897 | 693,146 | +1.3% |
| 2008-08-27 23:12 | 2008-08-25 | NEU | NEWMARKET CORP | GOTTWALD BRUCE C | Director, 10% owner | Specialty Chemicals | BUY | $64.32 | 24,845 | $1,597,936 | 684,378 | +3.8% |
| 2008-08-27 23:12 | 2008-08-25 | NEU | NEWMARKET CORP | GOTTWALD BRUCE C | Director, 10% owner | Specialty Chemicals | BUY | $64.07 | 7,687 | $492,488 | 659,533 | +1.2% |
| 2008-08-27 23:59 | 2008-08-26 | USLM | UNITED STATES LIME & MINERALS INC | BYRNE TIMOTHY W | Director, Officer; President & CEO | Building Materials | SALE | $38.76 | 4,000 | $155,040 | 51,452 | -7.2% |
| 2008-08-27 19:17 | 2008-08-25 | GSPG | Comstock Inc. | JOLCOVER SCOTT | Director | Other Precious Metals & Mining | SALE | $0.05 | 1,000,000 | $45,100 | 2,800,000 | -26.3% |
| 2008-08-26 19:47 | 2008-08-25 | KALU | KAISER ALUMINUM CORP | OSBORNE ALFRED E JR | Director | Aluminum | BUY | $52.41 | 500 | $26,204 | 2,500 | +25.0% |
| 2008-08-27 00:24 | 2008-08-25 | CENX | CENTURY ALUMINUM CO | BLESS MICHAEL A | Officer; Exec. VP and CFO | Aluminum | BUY | $45.17 | 5,000 | $225,830 | 33,277 | +17.7% |
| 2008-08-26 19:43 | 2008-08-22 | VMC | Vulcan Materials CO | BADGETT GUY M III | Officer; Sr. VP, Construction Materials | Building Materials | OPT+S | $0.00 | 30,225 | $0 | 20,102 | -60.1% |
| 2008-08-26 00:31 | 2008-08-25 | CF | CF Industries Holdings, Inc. | Barnard Douglas C | Officer; VP, Gen. Counsel & Secretary | Agricultural Inputs | OPT+S | $147.98 | 9,400 | $1,390,985 | 14,090 | -40.0% |
| 2008-08-25 22:09 | 2008-08-22 | NEU | NEWMARKET CORP | GOTTWALD BRUCE C | Director, 10% owner | Specialty Chemicals | BUY | $64.99 | 1,600 | $103,987 | 651,846 | +0.2% |
| 2008-08-25 22:08 | 2008-08-22 | NEU | NEWMARKET CORP | GOTTWALD BRUCE C | Director, 10% owner | Specialty Chemicals | BUY | $64.66 | 4,700 | $303,894 | 650,246 | +0.7% |
| 2008-08-25 22:08 | 2008-08-21 | NEU | NEWMARKET CORP | GOTTWALD BRUCE C | Director, 10% owner | Specialty Chemicals | BUY | $64.89 | 6,500 | $421,806 | 645,546 | +1.0% |
| 2008-08-25 22:05 | 2008-08-20 | FRD | FRIEDMAN INDUSTRIES INC | RICH HERSHEL M | Director | Steel | BUY | $8.57 | 4,800 | $41,126 | 37,177 | +14.8% |
| 2008-08-25 23:18 | 2008-08-25 | OLGC | Capstone Holding Corp. | FELDMAN FREDRIC J | Director | Building Materials | BUY | $0.83 | 10,000 | $8,300 | 154,564 | +6.9% |
| 2008-08-22 23:28 | 2008-08-22 | CF | CF Industries Holdings, Inc. | Chase Stephen G | Officer; VP, Corporate Planning | Agricultural Inputs | OPT+S | $140.54 | 1,367 | $192,118 | 10,613 | -11.4% |
| 2008-08-23 00:05 | 2008-08-22 | MOS | MOSAIC CO | SEIBERT STEVEN M | Director | Agricultural Inputs | SALE | $106.35 | 1,450 | $154,208 | 4,637 | -23.8% |
| 2008-08-22 19:47 | 2008-08-20 | CF | CF Industries Holdings, Inc. | HARVEY DAVID R | Director | Agricultural Inputs | SALE | $137.50 | 2,000 | $275,000 | 10,165 | -16.4% |
| 2008-08-21 23:54 | 2008-08-19 | KALU | KAISER ALUMINUM CORP | Quinn Jack | Director | Aluminum | BUY | $50.50 | 557 | $28,130 | 5,952 | +10.3% |
| 2008-08-21 23:48 | 2008-08-19 | SCL | STEPAN CO | HURLBUTT JAMES E | Officer; V.P. & Chief Financial Officer | Specialty Chemicals | OPT+S | $59.94 | 4,223 | $253,127 | 3,587 | -54.1% |
| 2008-08-21 23:48 | 2008-08-19 | SCL | STEPAN CO | HURLBUTT JAMES E | Officer; V.P. & Chief Financial Officer | Specialty Chemicals | OPT+S | $60.16 | 4,009 | $241,165 | 3,587 | -52.8% |
| 2008-08-21 23:56 | 2008-08-19 | KALU | KAISER ALUMINUM CORP | Murdy William F | Director | Aluminum | BUY | $50.38 | 1,000 | $50,380 | 5,000 | +25.0% |
| 2008-08-21 22:06 | 2008-08-20 | CBT | CABOT CORP | BRADY WILLIAM J | Officer; Executive Vice President | Specialty Chemicals | SALE | $26.70 | 7,500 | $200,280 | 137,255 | -5.2% |
| 2008-08-22 02:00 | 2008-08-20 | NWPX | NWPX Infrastructure, Inc. | STONE GARY | Officer; Vice President QA | Steel | OPT+S | $52.33 | 92 | $4,814 | 0 | -100.0% |
| 2008-08-20 23:05 | 2008-08-20 | USLM | UNITED STATES LIME & MINERALS INC | IRMSCHER WALLACE G | Director | Building Materials | SALE | $38.00 | 9,000 | $342,000 | 4,548 | -66.4% |
| 2008-08-20 22:58 | 2008-08-18 | USLM | UNITED STATES LIME & MINERALS INC | OWENS M MICHAEL | Officer; Vice President & CFO | Building Materials | SALE | $38.00 | 1,000 | $38,000 | 8,641 | -10.4% |
| 2008-08-19 21:27 | 2008-08-15 | OLGC | Capstone Holding Corp. | HOLLIMAN JOHN M III | Director, Officer; Executive Chairman | Building Materials | BUY | $0.85 | 20,000 | $16,900 | 182,614 | +12.3% |
| 2008-08-19 23:43 | 2008-08-18 | FRD | FRIEDMAN INDUSTRIES INC | FRIEDMAN HAROLD | Director | Steel | BUY | $8.78 | 16,000 | $140,523 | 45,206 | +54.8% |
| 2008-08-19 21:34 | 2008-08-15 | LXU | LSB INDUSTRIES, INC. | SHEAR DAVID MICHAEL | Officer; Senior VP/General Counsel/Sec | Chemicals | SALE | $23.50 | 500 | $11,750 | 105,081 | -0.5% |
| 2008-08-19 19:55 | 2008-08-18 | KWR | QUAKER CHEMICAL CORP | NAPLES RONALD J | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $33.00 | 906 | $29,898 | 413,603 | -0.2% |
| 2008-08-19 23:14 | 2008-08-14 | GSPG | Comstock Inc. | FABER ROBERT T | Director, Officer; CEO | Other Precious Metals & Mining | SALE | $0.05 | 1,810,000 | $90,500 | 180,000 | -91.0% |
| 2008-08-18 21:41 | 2008-08-14 | K | KELLANOVA | Davidson Bradford J | Officer; Senior Vice President | Gold | OPT+S | $54.36 | 4,523 | $245,870 | 13,875 | -24.6% |
| 2008-08-19 00:19 | 2008-08-15 | CF | CF Industries Holdings, Inc. | Nocchiero Anthony J | Officer; Senior V.P. & CFO | Agricultural Inputs | BUY | $127.94 | 5,800 | $742,071 | 13,100 | +79.5% |
| 2008-08-18 20:12 | 2008-08-14 | SCL | STEPAN CO | WOOD ROBERT JOHN | Officer; V.P. & General Manager | Specialty Chemicals | OPT+S | $59.99 | 2,000 | $119,980 | 5,719 | -25.9% |
| 2008-08-18 23:38 | 2008-08-14 | SCL | STEPAN CO | ZOGLIO ANTHONY J | Officer; Vice President - Supply Chain | Specialty Chemicals | OPT+S | $59.92 | 17,582 | $1,053,593 | 9,609 | -64.7% |
| 2008-08-18 20:44 | 2008-08-14 | SCL | STEPAN CO | VENEGONI JOHN V | Officer; VP/GM Surfactants | Specialty Chemicals | OPT+S | $60.49 | 3,500 | $211,715 | 6,262 | -35.9% |
| 2008-08-19 00:57 | 2008-08-14 | SCL | STEPAN CO | POTTER ROBERT G | Director | Specialty Chemicals | OPT+S | $60.14 | 2,837 | $170,625 | 6,646 | -29.9% |
| 2008-08-18 19:14 | 2008-08-15 | KWR | QUAKER CHEMICAL CORP | NAPLES RONALD J | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $33.21 | 2,678 | $88,930 | 413,603 | -0.6% |
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.