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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008-08-15 18:48 | 2008-08-05 | APD | Air Products and Chemicals Inc. | Jones Stephen J | Officer; Sr. V.P. | Specialty Chemicals | OPT+S | $91.94 | 100 | $9,194 | 179 | -35.9% |
| 2008-08-16 01:10 | 2008-08-15 | CF | CF Industries Holdings, Inc. | Summa Monty R | Officer; VP, Sales | Agricultural Inputs | OPT+S | $129.81 | 31,450 | $4,082,613 | 7,320 | -81.1% |
| 2008-08-16 01:09 | 2008-08-15 | CF | CF Industries Holdings, Inc. | Barnard Douglas C | Officer; VP, Gen. Counsel & Secretary | Agricultural Inputs | OPT+S | $129.65 | 27,350 | $3,545,889 | 14,090 | -66.0% |
| 2008-08-16 01:09 | 2008-08-15 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer; Chairman, President, CEO | Agricultural Inputs | OPT+S | $129.34 | 50,000 | $6,466,900 | 118,570 | -29.7% |
| 2008-08-16 01:02 | 2008-08-14 | LXU | LSB INDUSTRIES, INC. | SHELBY ANTONIO M | Director, Officer; ExVP-Fin/CFO/Intrm Controller | Chemicals | SALE | $23.00 | 25,000 | $575,000 | 105,810 | -19.1% |
| 2008-08-15 22:14 | 2008-08-14 | KWR | QUAKER CHEMICAL CORP | NAPLES RONALD J | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $33.01 | 5,960 | $196,740 | 413,603 | -1.4% |
| 2008-08-15 18:46 | 2008-08-13 | STLD | STEEL DYNAMICS INC | TEETS RICHARD P JR | Director, Officer; Executive Vice President | Steel | BUY | $25.67 | 2,000 | $51,340 | 34,000 | +6.3% |
| 2008-08-14 20:33 | 2008-08-12 | K | KELLANOVA | Mobsby Timothy P | Officer; Senior Vice President | Gold | OPT+S | $55.45 | 107,670 | $5,970,140 | 101,261 | -51.5% |
| 2008-08-14 20:37 | 2008-08-12 | KWR | QUAKER CHEMICAL CORP | NAPLES RONALD J | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $32.71 | 27,030 | $884,140 | 413,603 | -6.1% |
| 2008-08-14 02:02 | 2008-08-11 | HUN | Huntsman CORP | Hulme Paul G | Officer; Division President | Chemicals | SALE | $14.06 | 72,091 | $1,013,347 | 4,319 | -94.3% |
| 2008-08-13 23:53 | 2008-08-12 | KWR | QUAKER CHEMICAL CORP | BENOLIEL D JEFFRY | Officer; VP, Secretary & GC | Specialty Chemicals | OPT+S | $31.84 | 4,800 | $152,832 | 43,056 | -10.0% |
| 2008-08-14 01:13 | 2008-08-12 | KALU | KAISER ALUMINUM CORP | RINKENBERGER DANIEL J | Officer; Sr. VP, CFO & Treasurer | Aluminum | BUY | $47.30 | 2,500 | $118,257 | 30,744 | +8.9% |
| 2008-08-14 00:50 | 2008-08-12 | USLM | UNITED STATES LIME & MINERALS INC | BYRNE TIMOTHY W | Director, Officer; President & CEO | Building Materials | OPT+S | $42.42 | 1,588 | $67,363 | 55,452 | -2.8% |
| 2008-08-13 21:12 | 2008-07-24 | ALB | Albemarle Corporation | SHERMAN JOHN JR | Director | Specialty Chemicals | BUY | $36.78 | 3,000 | $110,340 | 10,000 | +42.9% |
| 2008-08-13 18:42 | 2008-08-11 | WDFC | WD 40 CO | RIDGE GARRY O | Director, Officer; President & CEO | Specialty Chemicals | OPT+S | $37.90 | 17,600 | $667,054 | 22,260 | -44.2% |
| 2008-08-13 02:57 | 2008-08-11 | RGLD | ROYAL GOLD INC | DEMPSEY STANLEY | Director, Officer; Executive Chairman | Gold | SALE | $32.77 | 8,500 | $278,545 | 393,789 | -2.1% |
| 2008-08-12 22:47 | 2008-08-12 | KALU | KAISER ALUMINUM CORP | Frankel Carl Bennett | Director | Aluminum | BUY | $47.18 | 1,000 | $47,180 | 7,695 | +14.9% |
| 2008-08-13 02:09 | 2008-08-11 | CF | CF Industries Holdings, Inc. | Koch Philipp P | Officer; VP, Supply Chain | Agricultural Inputs | OPT+S | $133.27 | 20,000 | $2,665,302 | 6,300 | -76.0% |
| 2008-08-13 02:08 | 2008-08-11 | CF | CF Industries Holdings, Inc. | Chase Stephen G | Officer; VP, Corporate Planning | Agricultural Inputs | OPT+S | $133.20 | 23,900 | $3,183,499 | 10,093 | -70.3% |
| 2008-08-12 22:40 | 2008-08-11 | KOP | Koppers Holdings Inc. | Sweeney Clayton A | Director | Specialty Chemicals | SALE | $47.38 | 5,000 | $236,900 | 16,416 | -23.3% |
| 2008-08-12 21:31 | 2008-08-08 | NEU | NEWMARKET CORP | GOTTWALD BRUCE C | Director, 10% owner | Specialty Chemicals | BUY | $64.09 | 4,300 | $275,579 | 639,046 | +0.7% |
| 2008-08-12 21:54 | 2008-08-08 | SCL | STEPAN CO | ZOGLIO ANTHONY J | Officer; Vice President - Supply Chain | Specialty Chemicals | OPT+S | $58.24 | 10,777 | $627,652 | 9,609 | -52.9% |
| 2008-08-13 01:20 | 2008-08-08 | SCL | STEPAN CO | HURLBUTT JAMES E | Officer; VP & Chief Financial Officer | Specialty Chemicals | SALE | $0.00 | 2,031 | $0 | 3,587 | -36.1% |
| 2008-08-12 17:49 | 2008-08-08 | CMC | COMMERCIAL METALS Co | RABIN STANLEY A | Director | Steel | SALE | $26.46 | 16,100 | $426,033 | 1,744,483 | -0.9% |
| 2008-08-12 17:48 | 2008-08-08 | CMC | COMMERCIAL METALS Co | RABIN STANLEY A | Director | Steel | SALE | $26.21 | 13,900 | $364,265 | 1,760,583 | -0.8% |
| 2008-08-12 18:59 | 2008-08-11 | KWR | QUAKER CHEMICAL CORP | NAPLES RONALD J | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $32.05 | 36,450 | $1,168,106 | 413,603 | -8.1% |
| 2008-08-12 20:49 | 2008-08-11 | FMC | FMC CORP | WALTER WILLIAM G | Director, Officer; President, CEO and Chairman | Agricultural Inputs | OPT+S | $71.91 | 55,000 | $3,954,852 | 135,930 | -28.8% |
| 2008-08-11 23:38 | 2008-08-11 | KALU | KAISER ALUMINUM CORP | West Neal E | Officer; VP & Chief Accounting Officer | Aluminum | BUY | $45.69 | 500 | $22,846 | 2,000 | +33.3% |
| 2008-08-11 22:01 | 2008-08-08 | LXU | LSB INDUSTRIES, INC. | BURTCH CHARLES A | Director | Chemicals | SALE | $22.45 | 8,000 | $179,600 | 1,000 | -88.9% |
| 2008-08-11 20:45 | 2008-08-07 | LXU | LSB INDUSTRIES, INC. | SHEAR HEIDI L BROWN | Officer; VP/Managing Counsel/Asst Sec | Chemicals | SALE | $23.03 | 9,000 | $207,312 | 13,988 | -39.2% |
| 2008-08-11 16:49 | 2008-08-07 | CMP | COMPASS MINERALS INTERNATIONAL INC | GOADBY DAVID J | Officer; Vice President | Other Industrial Metals & Mining | BUY | $64.48 | 2,000 | $128,960 | 35,666 | +5.9% |
| 2008-08-12 00:06 | 2008-08-11 | CMC | COMMERCIAL METALS Co | MCCLEAN MURRAY R | Director, Officer; President & CEO | Steel | BUY | $26.09 | 2,000 | $52,189 | 125,691 | +1.6% |
| 2008-08-11 17:35 | 2008-08-08 | KWR | QUAKER CHEMICAL CORP | NAPLES RONALD J | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $31.76 | 13,648 | $433,460 | 413,603 | -3.2% |
| 2008-08-11 19:39 | 2008-08-05 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, 10% owner | Specialty Chemicals | BUY | $0.11 | 36,500 | $3,833 | 141,750 | +34.7% |
| 2008-08-12 03:15 | 2008-08-07 | MLM | MARTIN MARIETTA MATERIALS INC | SPO ADVISORY CORP | 10% owner | Building Materials | BUY | $100.69 | 443,400 | $44,646,788 | 4,528,135 | +10.9% |
| 2008-08-08 22:18 | 2008-08-07 | NEU | NEWMARKET CORP | GOTTWALD BRUCE C | Director, 10% owner | Specialty Chemicals | BUY | $64.82 | 22,846 | $1,480,935 | 634,746 | +3.7% |
| 2008-08-08 22:18 | 2008-08-07 | NEU | NEWMARKET CORP | GOTTWALD BRUCE C | Director, 10% owner | Specialty Chemicals | BUY | $64.64 | 48,857 | $3,158,204 | 611,900 | +8.7% |
| 2008-08-08 22:17 | 2008-08-07 | NEU | NEWMARKET CORP | GOTTWALD BRUCE C | Director, 10% owner | Specialty Chemicals | BUY | $64.42 | 15,397 | $991,821 | 563,043 | +2.8% |
| 2008-08-08 22:17 | 2008-08-06 | NEU | NEWMARKET CORP | GOTTWALD BRUCE C | Director, 10% owner | Specialty Chemicals | BUY | $63.25 | 14,300 | $904,528 | 547,646 | +2.7% |
| 2008-08-08 22:17 | 2008-08-06 | NEU | NEWMARKET CORP | GOTTWALD BRUCE C | Director, 10% owner | Specialty Chemicals | BUY | $62.91 | 8,404 | $528,691 | 533,346 | +1.6% |
| 2008-08-08 20:35 | 2008-08-06 | SCL | STEPAN CO | WOOD ROBERT JOHN | Officer; V.P. & General Manager | Specialty Chemicals | OPT+S | $58.42 | 3,000 | $175,260 | 5,719 | -34.4% |
| 2008-08-08 22:15 | 2008-08-07 | LXU | LSB INDUSTRIES, INC. | JONES JIMMIE D | Officer; Sr VP/Controller/Treasurer | Chemicals | SALE | $23.00 | 15,000 | $345,000 | 20,252 | -42.6% |
| 2008-08-08 22:44 | 2008-08-07 | KWR | QUAKER CHEMICAL CORP | NAPLES RONALD J | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $31.77 | 4,300 | $136,611 | 413,603 | -1.0% |
| 2008-08-09 00:28 | 2008-08-07 | WDFC | WD 40 CO | NOBLE WILLIAM B | Officer; Managing Director, Europe | Specialty Chemicals | OPT+S | $34.90 | 3,695 | $128,956 | 5,471 | -40.3% |
| 2008-08-08 23:04 | 2008-08-06 | WDFC | WD 40 CO | NOBLE WILLIAM B | Officer; Managing Director, Europe | Specialty Chemicals | OPT+S | $34.90 | 2,305 | $80,445 | 5,471 | -29.6% |
| 2008-08-08 00:03 | 2008-08-06 | KOP | Koppers Holdings Inc. | Fitzgerald Kevin J | Officer; Senior VP, Global CM&C | Specialty Chemicals | SALE | $45.00 | 1,000 | $45,000 | 47,621 | -2.1% |
| 2008-08-07 23:49 | 2008-08-05 | OLN | OLIN Corp | Hammett Richard M | Officer; Vice President | Chemicals | OPT+S | $29.10 | 64,900 | $1,888,908 | 5,608 | -92.0% |
| 2008-08-08 00:51 | 2008-08-05 | SCL | STEPAN CO | VENEGONI JOHN V | Officer; VP/GM Surfactants | Specialty Chemicals | OPT+S | $58.49 | 3,500 | $204,715 | 6,262 | -35.9% |
| 2008-08-08 01:03 | 2008-08-06 | KWR | QUAKER CHEMICAL CORP | NAPLES RONALD J | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $31.40 | 21,900 | $687,642 | 413,603 | -5.0% |
| 2008-08-06 23:14 | 2008-08-04 | OLN | OLIN Corp | Greer GBruce | Officer; Vice President | Chemicals | OPT+S | $28.70 | 16,417 | $471,168 | 3,801 | -81.2% |
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.