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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-08-27 01:05 | 2024-08-22 | GEVO | Gevo, Inc. | Gruber Patrick R. | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $0.76 | 164,428 | $124,538 | 3,757,976 | -4.2% |
| 2024-08-26 18:05 | 2024-08-22 | USLM | UNITED STATES LIME & MINERALS INC | CARDIN RICHARD W | Director | Building Materials | SALE | $77.88 | 12,000 | $934,560 | 14,300 | -45.6% |
| 2024-08-24 00:07 | 2024-08-21 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $70.84 | 111,594 | $7,905,620 | 13,581,774 | -0.8% |
| 2024-08-23 23:36 | 2024-08-21 | ECL | ECOLAB INC. | Alfano Nicholas J. | Officer; EVP & PRES - GLOBAL INDUSTRIAL | Specialty Chemicals | OPT+S | $244.50 | 2,652 | $648,401 | 12,065 | -18.0% |
| 2024-08-24 00:08 | 2024-08-21 | SMG | SCOTTS MIRACLE-GRO CO | Baxter Nathan Eric | Officer, 10% owner; EVP and COO | Agricultural Inputs | SALE | $70.84 | 3,916 | $277,421 | 36,993 | -9.6% |
| 2024-08-23 23:10 | 2024-06-10 | HYMC | HYCROFT MINING HOLDING CORP | Thomas David Brian | Officer; SVP, General Manager | Gold | SALE | $2.83 | 1,800 | $5,094 | 82,752 | -2.1% |
| 2024-08-24 01:00 | 2024-02-08 | LIN | LINDE PLC | Pfann Oliver | Officer; Senior Vice President, EMEA | Specialty Chemicals | SALE | $414.61 | 300 | $124,384 | 1,726 | -14.8% |
| 2024-08-24 02:41 | 2024-08-22 | OEC | Orion S.A. | Painter Corning F. | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $17.69 | 10,000 | $176,900 | 958,776 | +1.1% |
| 2024-08-23 23:16 | 2024-08-21 | CMT | CORE MOLDING TECHNOLOGIES INC | Zimmer John P | Officer; EVP, Treasurer, Secretary, CFO | Specialty Chemicals | SALE | $17.99 | 26,416 | $475,184 | 131,212 | -16.8% |
| 2024-08-23 01:50 | 2024-08-20 | ORGN | Origin Materials, Inc. | Hickox John | Director | Chemicals | SALE | $1.52 | 400 | $606 | 533,211 | -0.1% |
| 2024-08-22 17:03 | 2024-08-21 | RGLD | ROYAL GOLD INC | Vance Ronald J | Director | Gold | SALE | $140.85 | 415 | $58,453 | 8,194 | -4.8% |
| 2024-08-22 23:17 | 2024-08-20 | LYB | LyondellBasell Industries N.V. | Friedrichs Dale D | Officer; EVP, Ops Excellence, HSE | Specialty Chemicals | SALE | $96.78 | 4,970 | $480,997 | 34,220 | -12.7% |
| 2024-08-23 00:56 | 2024-08-20 | CMT | CORE MOLDING TECHNOLOGIES INC | DUVALL DAVID L. | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $17.97 | 29,150 | $523,858 | 358,227 | -7.5% |
| 2024-08-22 00:00 | 2024-08-19 | CBT | CABOT CORP | Kalkstein Hobart | Officer; Executive Vice President | Specialty Chemicals | OPT+S | $100.82 | 20,320 | $2,048,727 | 61,688 | -24.8% |
| 2024-08-22 03:47 | 2024-08-19 | LCGMF | LION COPPER & GOLD CORP. | Goodman Stephen J. | Other | Other Industrial Metals & Mining | SALE | $0.05 | 310,934 | $16,480 | 723,018 | -30.1% |
| 2024-08-22 02:46 | 2024-08-19 | LCGMF | LION COPPER & GOLD CORP. | Alford Tony L | Director, 10% owner | Other Industrial Metals & Mining | BUY | $0.05 | 1,330,186 | $69,436 | 69,699,622 | +1.9% |
| 2024-08-21 23:36 | 2024-08-19 | CE | Celanese Corp | Richardson Scott A | Officer; EVP & COO | Chemicals | SALE | $129.46 | 9,350 | $1,210,451 | 65,079 | -12.6% |
| 2024-08-22 00:54 | 2024-08-21 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $80.32 | 77,800 | $6,249,098 | 50,675,238 | -0.2% |
| 2024-08-20 22:28 | 2024-08-16 | LIN | LINDE PLC | Pfann Oliver | Officer; Senior Vice President, EMEA | Specialty Chemicals | OPT+S | $453.70 | 1,022 | $463,681 | 3,551 | -22.3% |
| 2024-08-20 22:19 | 2024-08-16 | LIN | LINDE PLC | Durbin Sean | Officer; Executive VP, North America | Specialty Chemicals | OPT+S | $456.42 | 4,169 | $1,902,815 | 8,151 | -33.8% |
| 2024-08-20 23:36 | 2024-08-19 | ECL | ECOLAB INC. | Marsh Laurie M | Officer; EVP - HUMAN RESOURCES | Specialty Chemicals | OPT+S | $240.83 | 10,364 | $2,495,962 | 24,447 | -29.8% |
| 2024-08-20 17:31 | 2024-08-16 | FRD | FRIEDMAN INDUSTRIES INC | Reichenthal Max Alan | Director | Steel | BUY | $14.89 | 2,000 | $29,780 | 28,761 | +7.5% |
| 2024-08-21 00:02 | 2024-08-19 | KOP | Koppers Holdings Inc. | Dowd Joseph P | Officer; VP, Zero Harm | Specialty Chemicals | SALE | $37.72 | 5,516 | $208,064 | 10,300 | -34.9% |
| 2024-08-20 21:39 | 2024-08-19 | KRO | KRONOS WORLDWIDE INC | NACE ANDREW B | Officer; Executive Vice President | Specialty Chemicals | BUY | $11.34 | 500 | $5,670 | 16,453 | +3.1% |
| 2024-08-20 17:24 | 2024-08-16 | TSE | Trinseo PLC | COTE JEFFREY J | Director | Specialty Chemicals | BUY | $3.00 | 150,600 | $452,538 | 150,600 | +100.0% |
| 2024-08-19 23:42 | 2024-08-15 | SHW | SHERWIN WILLIAMS CO | Young Bryan J | Officer; SVP - Corp Strategy & Devel. | Specialty Chemicals | OPT+S | $354.61 | 1,833 | $650,000 | 8,353 | -18.0% |
| 2024-08-19 22:48 | 2024-08-16 | RGLD | ROYAL GOLD INC | Vance Ronald J | Director | Gold | SALE | $135.00 | 500 | $67,500 | 8,609 | -5.5% |
| 2024-08-20 00:29 | 2024-08-16 | RPM | RPM INTERNATIONAL INC/DE/ | SULLIVAN FRANK C | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $116.06 | 57,083 | $6,625,053 | 1,039,040 | -5.2% |
| 2024-08-20 01:04 | 2024-08-15 | CMT | CORE MOLDING TECHNOLOGIES INC | ANDERSON RENEE R | Officer; EVP, Human Resources | Specialty Chemicals | SALE | $18.04 | 25,000 | $451,060 | 52,799 | -32.1% |
| 2024-08-19 20:29 | 2024-08-15 | UAMY | UNITED STATES ANTIMONY CORP | Hubert Rachel | Officer; Controller | Other Industrial Metals & Mining | BUY | $0.45 | 7,500 | $3,372 | 7,500 | +100.0% |
| 2024-08-17 02:56 | 2024-08-15 | USGO | U.S. GoldMining Inc. | Schmidt Laura | Director | Other Industrial Metals & Mining | BUY | $5.21 | 383 | $1,995 | 383 | +100.0% |
| 2024-08-16 23:36 | 2024-08-15 | KRO | KRONOS WORLDWIDE INC | NACE ANDREW B | Officer; Executive Vice President | Specialty Chemicals | BUY | $11.36 | 500 | $5,678 | 15,953 | +3.2% |
| 2024-08-16 23:41 | 2024-08-14 | NEM | NEWMONT Corp /DE/ | Cage Joshua | Officer; CAO and Controller | Gold | SALE | $49.15 | 1,000 | $49,150 | 21,082 | -4.5% |
| 2024-08-16 23:08 | 2024-08-14 | MATV | Mativ Holdings, Inc. | Schertell Julie | Director, Officer; President, CEO | Specialty Chemicals | SALE | $17.81 | 12,000 | $213,720 | 283,981 | -4.1% |
| 2024-08-15 20:19 | 2024-08-14 | SCL | STEPAN CO | Kabbes David | Officer; VP GC & Secretary | Specialty Chemicals | BUY | $71.39 | 1,056 | $75,388 | 1,056 | +100.0% |
| 2024-08-15 19:16 | 2024-08-14 | SXT | SENSIENT TECHNOLOGIES CORP | McKeithan Gebhardt Deborah | Director | Specialty Chemicals | SALE | $71.08 | 2,000 | $142,160 | 0 | -100.0% |
| 2024-08-16 00:53 | 2024-08-15 | FF | FutureFuel Corp. | Manheim Paul | Director | Specialty Chemicals | BUY | $6.10 | 6,000 | $36,600 | 19,103 | +45.8% |
| 2024-08-15 17:59 | 2024-08-13 | MOS | MOSAIC CO | Precourt Walter F. III | Officer; SVP - Chief Admin Officer | Agricultural Inputs | SALE | $27.96 | 39,748 | $1,111,477 | 136,682 | -22.5% |
| 2024-08-15 21:50 | 2024-08-14 | UAMY | UNITED STATES ANTIMONY CORP | MCMANUS MICHAEL A JR | Director | Other Industrial Metals & Mining | BUY | $0.38 | 135,000 | $51,705 | 218,333 | +162.0% |
| 2024-08-15 04:00 | 2024-08-14 | MTUS | Metallus Inc. | Raketich Kevin A | Officer; EVP, Chief Commercial Officer | Steel | SALE | $16.66 | 1,000 | $16,660 | 77,551 | -1.3% |
| 2024-08-14 16:29 | 2024-08-12 | TSE | Trinseo PLC | BOZICH FRANK A | Director, Officer; CEO AND PRESIDENT | Specialty Chemicals | BUY | $2.57 | 40,000 | $102,800 | 462,204 | +9.5% |
| 2024-08-14 16:28 | 2024-08-12 | TSE | Trinseo PLC | Chaclas Angelo N. | Officer; SVP, CLO, CCO & CORP. SEC. | Specialty Chemicals | BUY | $2.57 | 75,000 | $192,750 | 207,007 | +56.8% |
| 2024-08-14 16:57 | 2024-08-12 | WLKP | Westlake Chemical Partners LP | Kenner Andrew | Officer; SVP, Olefin Material & Corp Pr | Chemicals | BUY | $22.63 | 2,692 | $60,915 | 185,000 | +1.5% |
| 2024-08-14 23:01 | 2024-08-13 | TSE | Trinseo PLC | TOMKINS MARK E | Director | Specialty Chemicals | SALE | $2.54 | 11,142 | $28,301 | 46,724 | -19.3% |
| 2024-08-15 00:05 | 2024-08-14 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $80.05 | 77,800 | $6,227,517 | 50,753,038 | -0.2% |
| 2024-08-15 00:05 | 2024-08-14 | LODE | Comstock Inc. | Drozdoff Leo M | Director | Other Precious Metals & Mining | BUY | $0.15 | 200,000 | $29,200 | 600,000 | +50.0% |
| 2024-08-15 01:31 | 2024-08-13 | IOSP | INNOSPEC INC. | PARRETTE LESLIE J | Director | Specialty Chemicals | BUY | $105.84 | 143 | $15,135 | 4,734 | +3.1% |
| 2024-08-14 20:46 | 2024-08-13 | IDR | Idaho Strategic Resources, Inc. | Turner Carolyn S | Director | Gold | BUY | $10.13 | 980 | $9,927 | 980 | +100.0% |
| 2024-08-13 23:30 | 2024-08-09 | SSD | Simpson Manufacturing Co., Inc. | Lutz Jennifer | Officer; EVP, Human Resources | Lumber & Wood Production | SALE | $175.58 | 1,000 | $175,580 | 4,033 | -19.9% |
| 2024-08-13 23:56 | 2024-08-12 | RGLD | ROYAL GOLD INC | Vance Ronald J | Director | Gold | SALE | $132.17 | 1,000 | $132,165 | 9,109 | -9.9% |
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.