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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008-05-15 20:54 | 2008-05-15 | ALB | Albemarle Corporation | KISSAM LUTHER C IV | Officer; SR VP, Manufacturing and Law | Specialty Chemicals | SALE | $43.66 | 10,000 | $436,619 | 118,937 | -7.8% |
| 2008-05-16 00:46 | 2008-05-13 | HDSN | HUDSON TECHNOLOGIES INC /NY | HARKINS CHARLES F | Officer; VP Sales | Specialty Chemicals | OPT+S | $2.57 | 33,986 | $87,344 | 0 | -100.0% |
| 2008-05-16 00:58 | 2008-05-13 | CLF | CLEVELAND-CLIFFS INC. | CALFEE WILLIAM R | Officer; Exec. V.P. Comm. N.Amer. Iron | Steel | SALE | $181.98 | 4,050 | $737,005 | 16,361 | -19.8% |
| 2008-05-15 22:31 | 2007-05-14 | MERC | MERCER INTERNATIONAL INC. | SHIELDS KENNETH A | Director | Paper & Paper Products | BUY | $7.58 | 25,000 | $189,533 | 106,000 | +30.9% |
| 2008-05-15 20:10 | 2008-05-13 | MERC | MERCER INTERNATIONAL INC. | ADAMS GUY W | Director | Paper & Paper Products | SALE | $7.49 | 62,600 | $468,874 | 18,000 | -77.7% |
| 2008-05-15 20:55 | 2008-05-13 | RPM | RPM INTERNATIONAL INC/DE/ | RICE RONALD A | Officer; Exec. VP and COO | Specialty Chemicals | OPT+S | $23.25 | 28,500 | $662,711 | 149,998 | -16.0% |
| 2008-05-15 17:27 | 2008-05-12 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER PAUL | 10% owner | Specialty Chemicals | SALE | $0.24 | 30,000 | $7,299 | 2,732,259 | -1.1% |
| 2008-05-15 20:23 | 2008-05-13 | MERC | MERCER INTERNATIONAL INC. | LEE JIMMY S H | Director, Officer; Chief Executive Officer | Paper & Paper Products | BUY | $7.49 | 37,600 | $281,545 | 1,312,400 | +2.9% |
| 2008-05-16 00:01 | 2008-05-13 | PEIX | Alto Ingredients Inc. | CASCADE INVESTMENT LLC | 10% owner | Specialty Chemicals | SALE | $3.17 | 65,000 | $205,940 | 1,462,524 | -4.3% |
| 2008-05-15 03:58 | 2008-05-13 | RS | RELIANCE, INC. | Miyamoto Brenda Sumiye | Officer; V.P. and Corporate Controller | Steel | OPT+S | $65.00 | 2,500 | $162,500 | 500 | -83.3% |
| 2008-05-14 23:47 | 2008-05-12 | CE | Celanese Corp | ALDER JAMES | Officer; SVP, Operations and Technical | Chemicals | OPT+S | $47.28 | 30,000 | $1,418,400 | 76,941 | -28.1% |
| 2008-05-15 04:04 | 2008-05-14 | RS | RELIANCE, INC. | SALES WILLIAM K JR | Officer; Sr V.P. Non-Ferrous Operation | Steel | OPT+S | $67.31 | 26,000 | $1,749,966 | 47,758 | -35.3% |
| 2008-05-15 04:03 | 2008-05-13 | RS | RELIANCE, INC. | MOLLINS GREGG J | Director, Officer; President and COO | Steel | SALE | $64.70 | 4,000 | $258,798 | 152,682 | -2.6% |
| 2008-05-15 04:02 | 2008-05-13 | RS | RELIANCE, INC. | MOLLINS GREGG J | Director, Officer; President and COO | Steel | SALE | $64.96 | 31,989 | $2,077,919 | 156,682 | -17.0% |
| 2008-05-15 04:00 | 2008-05-13 | RS | RELIANCE, INC. | MOLLINS GREGG J | Director, Officer; President and COO | Steel | OPT+S | $65.16 | 16,511 | $1,075,796 | 188,671 | -8.0% |
| 2008-05-14 22:16 | 2008-05-13 | BCPC | BALCHEM CORP | MINIGER ROBERT T | Officer; VP Human Resources | Specialty Chemicals | OPT+S | $24.24 | 33,951 | $822,972 | 0 | -100.0% |
| 2008-05-14 23:07 | 2008-05-13 | CMP | COMPASS MINERALS INTERNATIONAL INC | UNDERDOWN RODNEY L | Officer; Vice President & CFO | Other Industrial Metals & Mining | SALE | $68.99 | 1,000 | $68,990 | 56,929 | -1.7% |
| 2008-05-14 18:31 | 2008-05-08 | VMC | Vulcan Materials CO | BAKER JOHN D II | Director | Building Materials | BUY | $64.96 | 10,000 | $649,600 | 10,000 | +100.0% |
| 2008-05-15 01:34 | 2008-05-12 | PEIX | Alto Ingredients Inc. | CASCADE INVESTMENT LLC | 10% owner | Specialty Chemicals | SALE | $3.27 | 75,000 | $245,565 | 1,527,524 | -4.7% |
| 2008-05-14 23:40 | 2008-05-12 | HDSN | HUDSON TECHNOLOGIES INC /NY | ZUGIBE KEVIN J | Director, Officer, 10% owner; Chief Executive Officer | Specialty Chemicals | SALE | $2.69 | 260,000 | $698,360 | 6,435,600 | -3.9% |
| 2008-05-14 00:16 | 2008-03-14 | NUGR | American Lithium Minerals Inc. | Sorel Peter | Director, Officer, 10% owner; President, Secretary | Other Industrial Metals & Mining | BUY | $0.00 | 5,000,000 | $5,000 | 5,000,000 | +100.0% |
| 2008-05-13 23:54 | 2008-05-12 | SCL | STEPAN CO | HURLBUTT JAMES E | Officer; VP & Chief Financial Officer | Specialty Chemicals | SALE | $40.00 | 3,700 | $148,000 | 5,617 | -39.7% |
| 2008-05-13 17:28 | 2008-05-12 | APD | Air Products and Chemicals Inc. | DONAHUE MICHAEL J | Director | Specialty Chemicals | SALE | $99.52 | 2,000 | $199,036 | 0 | -100.0% |
| 2008-05-14 01:34 | 2008-05-12 | AVD | AMERICAN VANGUARD CORP | GILBANE ROBERT F | Officer; President of GemChem, Inc. | Agricultural Inputs | SALE | $17.10 | 10,000 | $171,000 | 267,156 | -3.6% |
| 2008-05-13 22:12 | 2008-05-13 | MTX | MINERALS TECHNOLOGIES INC | HONEY RICK | Officer; Vice President | Specialty Chemicals | OPT+S | $69.01 | 2,877 | $198,542 | 0 | -100.0% |
| 2008-05-13 23:44 | 2008-05-09 | PEIX | Alto Ingredients Inc. | CASCADE INVESTMENT LLC | 10% owner | Specialty Chemicals | SALE | $3.17 | 80,000 | $253,832 | 1,602,524 | -4.8% |
| 2008-05-13 22:42 | 2008-05-09 | HDSN | HUDSON TECHNOLOGIES INC /NY | MANDRACCHIA STEPHEN P | Officer, 10% owner; Vice President, Secretary | Specialty Chemicals | OPT+S | $2.76 | 15,000 | $41,333 | 2,216,600 | -0.7% |
| 2008-05-13 23:34 | 2008-05-09 | NWPX | NWPX Infrastructure, Inc. | TAGMYER WILLIAM R | Director | Steel | SALE | $46.19 | 500 | $23,095 | 99,070 | -0.5% |
| 2008-05-13 00:26 | 2008-05-09 | RGLD | ROYAL GOLD INC | DEMPSEY STANLEY | Director, Officer; Executive Chairman | Gold | SALE | $28.65 | 8,500 | $243,525 | 419,289 | -2.0% |
| 2008-05-12 21:58 | 2008-05-09 | LITS | Goldrich Mining Company | Forza Capital Management, L.L.C. | 10% owner | Gold | BUY | $0.47 | 1,000 | $470 | 297,566 | +0.3% |
| 2008-05-12 17:27 | 2008-05-09 | LXU | LSB INDUSTRIES, INC. | Shelley John | Director | Chemicals | BUY | $16.96 | 230 | $3,901 | 2,830 | +8.8% |
| 2008-05-12 21:30 | 2008-05-08 | VMC | Vulcan Materials CO | BAKER JOHN D II | Director | Building Materials | BUY | $64.96 | 10,000 | $649,600 | 33,106 | +43.3% |
| 2008-05-12 23:53 | 2008-05-09 | CMC | COMMERCIAL METALS Co | RABIN STANLEY A | Director | Steel | SALE | $31.10 | 30,000 | $932,964 | 1,812,853 | -1.6% |
| 2008-05-12 18:53 | 2008-05-12 | IOSP | INNOSPEC INC. | HESSNER CATHERINE | Officer; Senior VP - Human Resources | Specialty Chemicals | SALE | $22.84 | 1,330 | $30,375 | 16,702 | -7.4% |
| 2008-05-13 00:11 | 2008-05-08 | PEIX | Alto Ingredients Inc. | CASCADE INVESTMENT LLC | 10% owner | Specialty Chemicals | SALE | $3.17 | 70,000 | $221,697 | 1,682,524 | -4.0% |
| 2008-05-09 23:15 | 2008-05-08 | ZEUS | Olympic Steel Inc. | MEATHE JAMES | Director | Steel | OPT+S | $53.90 | 3,000 | $161,702 | 5,200 | -36.6% |
| 2008-05-09 23:12 | 2008-05-09 | MTX | MINERALS TECHNOLOGIES INC | SOREL JOHN A | Officer; Senior Vice President | Specialty Chemicals | OPT+S | $69.11 | 4,990 | $344,859 | 9,540 | -34.3% |
| 2008-05-09 23:42 | 2008-05-09 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, 10% owner | Specialty Chemicals | BUY | $0.25 | 10,000 | $2,500 | 122,750 | +8.9% |
| 2008-05-09 23:17 | 2008-05-08 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, 10% owner | Specialty Chemicals | BUY | $0.24 | 25,000 | $6,000 | 6,875,233 | +0.4% |
| 2008-05-10 00:15 | 2008-05-07 | PEIX | Alto Ingredients Inc. | CASCADE INVESTMENT LLC | 10% owner | Specialty Chemicals | SALE | $3.22 | 50,000 | $161,225 | 1,752,524 | -2.8% |
| 2008-05-09 04:00 | 2008-05-07 | AVD | AMERICAN VANGUARD CORP | KRAFT HERBERT A | Director, 10% owner | Agricultural Inputs | SALE | $17.90 | 15,700 | $281,030 | 3,291,679 | -0.5% |
| 2008-05-08 18:53 | 2008-05-07 | URST | NextSource Materials Inc. | DONALDSON THORNTON J | Other | Other Industrial Metals & Mining | SALE | $0.12 | 667,781 | $76,795 | 5,632,219 | -10.6% |
| 2008-05-08 23:41 | 2008-05-06 | PEIX | Alto Ingredients Inc. | CASCADE INVESTMENT LLC | 10% owner | Specialty Chemicals | SALE | $3.36 | 100,000 | $336,430 | 1,802,524 | -5.3% |
| 2008-05-08 22:53 | 2008-05-06 | STLD | STEEL DYNAMICS INC | Pushis Glenn | Officer; Vice President | Steel | OPT+S | $36.22 | 9,252 | $335,075 | 13,204 | -41.2% |
| 2008-05-07 23:37 | 2008-05-06 | LITS | Goldrich Mining Company | Forza Capital Management, L.L.C. | 10% owner | Gold | BUY | $0.42 | 49,000 | $20,634 | 296,566 | +19.8% |
| 2008-05-07 23:17 | 2008-05-05 | K | KELLANOVA | Andrews Alan R | Officer; VP-Corporate Controller | Gold | SALE | $52.19 | 22,100 | $1,153,485 | 11,752 | -65.3% |
| 2008-05-07 23:17 | 2008-05-05 | K | KELLANOVA | Andrews Alan R | Officer; VP-Corporate Controller | Gold | OPT+S | $52.22 | 13,400 | $699,681 | 33,852 | -28.4% |
| 2008-05-08 00:48 | 2008-05-07 | RS | RELIANCE, INC. | WAITE LESLIE A | Director | Steel | SALE | $61.83 | 218 | $13,479 | 118,812 | -0.2% |
| 2008-05-08 00:47 | 2008-05-07 | RS | RELIANCE, INC. | WAITE LESLIE A | Director | Steel | OPT+S | $62.20 | 14,782 | $919,406 | 119,030 | -11.0% |
| 2008-05-08 00:09 | 2008-05-05 | CLF | CLEVELAND-CLIFFS INC. | HARBINGER CAPITAL PARTNERS MASTER FUND I, LTD. | 10% owner, Other | Steel | BUY | $163.35 | 100,000 | $16,335,000 | 2,129,912 | +4.9% |
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.