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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008-03-21 21:04 | 2008-03-19 | HWKN | HAWKINS INC | PAULSON KEENAN A | Officer; V.P., Water Treatment Group | Specialty Chemicals | SALE | $14.95 | 626 | $9,360 | 2,386 | -20.8% |
| 2008-03-21 19:01 | 2008-03-20 | BCPC | BALCHEM CORP | AMMIDON HOYT JR | Director | Specialty Chemicals | OPT+S | $22.05 | 38,011 | $838,143 | 0 | -100.0% |
| 2008-03-20 23:36 | 2008-03-18 | LITS | Goldrich Mining Company | Forza Capital Management, L.L.C. | 10% owner | Gold | BUY | $0.57 | 14,000 | $8,025 | 64,400 | +27.8% |
| 2008-03-20 19:42 | 2008-03-18 | KALU | KAISER ALUMINUM CORP | Frankel Carl Bennett | Director | Aluminum | BUY | $71.50 | 1,000 | $71,500 | 4,426 | +29.2% |
| 2008-03-20 20:12 | 2008-03-18 | KOP | Koppers Holdings Inc. | Hillenbrand David M | Director | Specialty Chemicals | SALE | $45.00 | 5,000 | $225,000 | 11,348 | -30.6% |
| 2008-03-20 23:21 | 2008-03-18 | CLF | CLEVELAND-CLIFFS INC. | GALLAGHER DONALD J | Officer; Pres. N. Am. Iron Ore | Steel | SALE | $117.00 | 1,500 | $175,500 | 24,581 | -5.8% |
| 2008-03-20 21:03 | 2008-03-19 | CLF | CLEVELAND-CLIFFS INC. | CALFEE WILLIAM R | Officer; Exec. V.P. Comm. N.Amer. Iron | Steel | SALE | $113.20 | 13,208 | $1,495,189 | 23,751 | -35.7% |
| 2008-03-21 02:29 | 2008-03-20 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $51.59 | 184,200 | $9,502,270 | 91,674,190 | -0.2% |
| 2008-03-19 22:45 | 2008-03-14 | LXU | LSB INDUSTRIES, INC. | Shelley John | Director | Chemicals | BUY | $16.82 | 1,300 | $21,866 | 2,600 | +100.0% |
| 2008-03-19 23:06 | 2008-03-18 | OLGC | Capstone Holding Corp. | WARDELL WILLIAM M | Director | Building Materials | BUY | $0.89 | 18,000 | $16,020 | 58,692 | +44.2% |
| 2008-03-19 16:03 | 2008-03-18 | NUE | NUCOR CORP | FERRIOLA JOHN J | Officer; CHIEF OPERATING OFFICER | Steel | SALE | $72.54 | 6,000 | $435,245 | 122,725 | -4.7% |
| 2008-03-18 20:37 | 2008-03-14 | NUE | NUCOR CORP | Stratman Robert J | Officer; Executive Vice President | Steel | OPT+S | $72.86 | 13,576 | $989,111 | 121,535 | -10.0% |
| 2008-03-19 01:37 | 2008-03-17 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer; Chairman, President, CEO | Agricultural Inputs | OPT+S | $110.59 | 10,000 | $1,105,900 | 110,400 | -8.3% |
| 2008-03-18 23:03 | 2007-11-30 | GPRE | Green Plains Inc. | Christensen Dan E | Director, Officer; EXEC VICE PRESIDENT | Chemicals | BUY | $9.66 | 3,311 | $31,975 | 106,276 | +3.2% |
| 2008-03-18 18:55 | 2008-03-14 | HUN | Huntsman CORP | Huntsman Peter R | Director, Officer, 10% owner; President, CEO | Chemicals | BUY | $23.63 | 20,000 | $472,500 | 724,258 | +2.8% |
| 2008-03-19 02:52 | 2008-03-17 | AVD | AMERICAN VANGUARD CORP | THAU IRVING J | Director | Agricultural Inputs | OPT+S | $13.53 | 1,700 | $23,001 | 10,412 | -14.0% |
| 2008-03-19 01:34 | 2008-03-14 | SCL | STEPAN CO | HURLBUTT JAMES E | Officer; VP & Chief Financial Officer | Specialty Chemicals | OPT+S | $35.70 | 8,077 | $288,346 | 9,317 | -46.4% |
| 2008-03-18 17:52 | 2008-03-14 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | MIRZAYANTZ NICOLAS | Officer; Group President Fragrance | Specialty Chemicals | SALE | $41.91 | 12,843 | $538,313 | 38,830 | -24.9% |
| 2008-03-18 19:40 | 2008-03-14 | NEM | NEWMONT Corp /DE/ | Hinze Brant | Officer; Vice President | Gold | OPT+S | $53.50 | 2,813 | $150,501 | 11,049 | -20.3% |
| 2008-03-17 23:46 | 2008-03-14 | LXU | LSB INDUSTRIES, INC. | Shelley John | Director | Chemicals | BUY | $18.62 | 1,300 | $24,206 | 2,600 | +100.0% |
| 2008-03-17 21:55 | 2008-03-13 | CLF | CLEVELAND-CLIFFS INC. | GALLAGHER DONALD J | Officer; Pres. N. Am. Iron Ore | Steel | SALE | $117.95 | 3,000 | $353,844 | 26,081 | -10.3% |
| 2008-03-17 18:45 | 2008-03-13 | K | KELLANOVA | BRYANT JOHN A | Officer; EVP - CFO | Gold | OPT+S | $50.58 | 2,716 | $137,375 | 104,237 | -2.5% |
| 2008-03-17 16:37 | 2008-03-13 | LXU | LSB INDUSTRIES, INC. | RHODES HORACE G | Director | Chemicals | BUY | $18.49 | 500 | $9,245 | 1,500 | +50.0% |
| 2008-03-14 16:52 | 2008-03-12 | LXU | LSB INDUSTRIES, INC. | Shelley John | Director | Chemicals | BUY | $18.67 | 1,300 | $24,271 | 1,300 | +100.0% |
| 2008-03-14 20:58 | 2008-03-13 | OLGC | Capstone Holding Corp. | FELDMAN FREDRIC J | Director | Building Materials | BUY | $0.92 | 10,100 | $9,292 | 144,564 | +7.5% |
| 2008-03-14 22:00 | 2008-03-14 | MTX | MINERALS TECHNOLOGIES INC | BORTECK GORDON | Other | Specialty Chemicals | OPT+S | $60.76 | 1,500 | $91,140 | 4,656 | -24.4% |
| 2008-03-15 00:31 | 2008-03-14 | NWPX | NWPX Infrastructure, Inc. | THORNTON NEIL R | Director | Steel | OPT+S | $39.00 | 4,000 | $156,000 | 3,095 | -56.4% |
| 2008-03-15 00:03 | 2008-03-13 | NWPX | NWPX Infrastructure, Inc. | TAGMYER WILLIAM R | Director | Steel | OPT+S | $38.74 | 18,556 | $718,898 | 99,570 | -15.7% |
| 2008-03-13 22:22 | 2008-03-11 | OLGC | Capstone Holding Corp. | HOLLIMAN JOHN M III | Director, Officer; Executive Chairman | Building Materials | BUY | $0.92 | 20,000 | $18,400 | 162,614 | +14.0% |
| 2008-03-13 23:37 | 2008-03-11 | PRAQ-OB | American Clean Resources Group Inc. | EARNCO MPPP | 10% owner | Other Precious Metals & Mining | BUY | $0.00 | 187,500 | $0 | 260,510 | +256.8% |
| 2008-03-13 23:32 | 2008-03-11 | PRAQ-OB | American Clean Resources Group Inc. | Mathis Family Partners Ltd. | 10% owner | Other Precious Metals & Mining | BUY | $0.00 | 187,000 | $0 | 260,510 | +254.4% |
| 2008-03-13 17:05 | 2008-03-12 | NUE | NUCOR CORP | LISENBY TERRY S | Officer; CFO, TREASURER & EVP | Steel | OPT+S | $66.71 | 29,568 | $1,972,434 | 120,020 | -19.8% |
| 2008-03-13 21:00 | 2008-03-11 | NWPX | NWPX Infrastructure, Inc. | THORNTON NEIL R | Director | Steel | OPT+S | $38.00 | 4,000 | $152,000 | 5,095 | -44.0% |
| 2008-03-13 00:31 | 2008-03-11 | RGLD | ROYAL GOLD INC | DEMPSEY STANLEY | Director, Officer; Executive Director | Gold | SALE | $29.56 | 8,500 | $251,260 | 436,289 | -1.9% |
| 2008-03-12 23:44 | 2008-03-11 | OMEX | ODYSSEY MARINE EXPLORATION INC | MORRIS DAVID A | Officer; Secretary / Treasurer | Other Industrial Metals & Mining | OPT+S | $5.65 | 10,000 | $56,500 | 316,283 | -3.1% |
| 2008-03-13 03:11 | 2008-03-11 | CMP | COMPASS MINERALS INTERNATIONAL INC | UNDERDOWN RODNEY L | Officer; Vice President & CFO | Other Industrial Metals & Mining | SALE | $56.04 | 1,000 | $56,040 | 58,929 | -1.7% |
| 2008-03-13 03:10 | 2008-03-12 | CMP | COMPASS MINERALS INTERNATIONAL INC | GOADBY DAVID J | Officer; Vice President | Other Industrial Metals & Mining | SALE | $58.98 | 12,000 | $707,760 | 33,666 | -26.3% |
| 2008-03-12 16:28 | 2008-03-11 | NUE | NUCOR CORP | LOTT HAMILTON JR | Officer; EXECUTIVE VICE PRESIDENT | Steel | OPT+S | $65.94 | 4,668 | $307,797 | 130,489 | -3.5% |
| 2008-03-11 23:48 | 2008-03-07 | FUL | FULLER H B CO | MORETTI MONICA | Officer; VP and Chief Marketing Officer | Specialty Chemicals | OPT+S | $20.42 | 18,822 | $384,426 | 12,217 | -60.6% |
| 2008-03-12 01:26 | 2008-03-10 | CMP | COMPASS MINERALS INTERNATIONAL INC | BRISIMITZAKIS ANGELO C | Officer; Chief Executive Officer | Other Industrial Metals & Mining | BUY | $56.03 | 1,000 | $56,030 | 8,222 | +13.8% |
| 2008-03-11 18:24 | 2008-03-07 | SXT | SENSIENT TECHNOLOGIES CORP | CROFT JAMES AD | Director | Specialty Chemicals | BUY | $27.00 | 1,500 | $40,500 | 1,500 | +100.0% |
| 2008-03-11 21:22 | 2008-03-10 | IOSP | INNOSPEC INC. | BEW ROBERT ERNEST | Director | Specialty Chemicals | OPT+S | $20.50 | 2,362 | $48,413 | 55,347 | -4.1% |
| 2008-03-11 19:11 | 2008-03-10 | SIL | Golden Minerals Co | DRAKE RODMAN L | Director | Other Precious Metals & Mining | BUY | $10.56 | 4,000 | $42,240 | 6,500 | +160.0% |
| 2008-03-11 21:13 | 2008-02-13 | SWM | Mativ Holdings, Inc. | THOMPSON PETER J | Officer; CFO and Treasurer | Specialty Chemicals | OPT+S | $24.53 | 1,600 | $39,247 | 8,269 | -16.2% |
| 2008-03-11 00:58 | 2007-11-30 | GPRE | Green Plains Inc. | Hoovestol Wayne | Director, Officer, 10% owner; CEO/COO | Chemicals | BUY | $9.44 | 5,300 | $50,027 | 881,592 | +0.6% |
| 2008-03-10 21:19 | 2008-03-10 | NWPX | NWPX Infrastructure, Inc. | DUNHAM BRIAN W | Director, Officer; CEO & President | Steel | SALE | $37.39 | 12,500 | $467,354 | 109,740 | -10.2% |
| 2008-03-07 20:07 | 2008-03-05 | SCL | STEPAN CO | STEPAN F QUINN JR | Director, Officer; President & CEO | Specialty Chemicals | OPT+S | $35.00 | 7,188 | $251,580 | 62,366 | -10.3% |
| 2008-03-07 19:09 | 2008-03-06 | CLF | CLEVELAND-CLIFFS INC. | CALFEE WILLIAM R | Officer; Exec. V.P. Comm. N.Amer. Iron | Steel | SALE | $119.54 | 750 | $89,654 | 35,609 | -2.1% |
| 2008-03-08 01:36 | 2008-03-06 | FCX | FREEPORT-MCMORAN INC | GRAHAM H DEVON JR | Director | Copper | OPT+S | $104.78 | 12,500 | $1,309,751 | 10,000 | -55.6% |
| 2008-03-08 01:36 | 2008-03-06 | FCX | FREEPORT-MCMORAN INC | GRAHAM H DEVON JR | Director | Copper | OPT+S | $104.84 | 12,500 | $1,310,549 | 10,000 | -55.6% |
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.