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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008-02-22 17:13 | 2008-02-21 | NUE | NUCOR CORP | LISENBY TERRY S | Officer; CFO, TREASURER & EVP | Steel | SALE | $65.72 | 12,524 | $823,046 | 132,896 | -8.6% |
| 2008-02-22 23:25 | 2008-02-19 | LXU | LSB INDUSTRIES, INC. | GOLSEN STEVEN | 10% owner | Chemicals | SALE | $25.11 | 3,924 | $98,514 | 43,568 | -8.3% |
| 2008-02-22 23:26 | 2008-02-19 | LXU | LSB INDUSTRIES, INC. | GOLSEN BARRY H | Director, Officer, 10% owner; President and COO | Chemicals | SALE | $25.11 | 144,400 | $3,625,234 | 722,876 | -16.6% |
| 2008-02-22 23:26 | 2008-02-19 | LXU | LSB INDUSTRIES, INC. | GOLSEN SYLVIA H | 10% owner | Chemicals | SALE | $25.11 | 144,400 | $3,625,234 | 722,876 | -16.6% |
| 2008-02-22 23:26 | 2008-02-19 | LXU | LSB INDUSTRIES, INC. | GOLSEN JACK E | Director, Officer, 10% owner; Chairman of the Board and CEO | Chemicals | SALE | $25.11 | 144,400 | $3,625,234 | 722,876 | -16.6% |
| 2008-02-22 00:56 | 2008-02-19 | LXU | LSB INDUSTRIES, INC. | Golsen Family LLC | 10% owner | Chemicals | SALE | $25.10 | 141,400 | $3,549,479 | 725,876 | -16.3% |
| 2008-02-21 23:14 | 2008-02-19 | CENX | CENTURY ALUMINUM CO | Kruger Logan W | Director, Officer; CEO and President | Aluminum | SALE | $62.77 | 2,000 | $125,540 | 22,919 | -8.0% |
| 2008-02-21 23:44 | 2008-02-19 | KOP | Koppers Holdings Inc. | Turner Walter W | Director, Officer; President and CEO | Specialty Chemicals | SALE | $39.50 | 4,000 | $158,000 | 328,700 | -1.2% |
| 2008-02-21 16:47 | 2008-02-19 | EMN | EASTMAN CHEMICAL CO | NELSON GREGORY O | Officer; EVP, Polymers Group Head | Specialty Chemicals | SALE | $66.63 | 6,000 | $399,780 | 13,970 | -30.0% |
| 2008-02-21 23:21 | 2008-02-21 | APD | Air Products and Chemicals Inc. | JONES JOHN P III | Director | Specialty Chemicals | SALE | $94.81 | 6,631 | $628,716 | 0 | -100.0% |
| 2008-02-22 03:57 | 2008-02-19 | BW | MATERION Corp | GENDELL JEFFREY L ET AL | 10% owner | Other Industrial Metals & Mining | BUY | $28.86 | 105,100 | $3,033,386 | 3,145,800 | +3.5% |
| 2008-02-22 02:17 | 2008-02-19 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER PAUL | 10% owner | Specialty Chemicals | SALE | $0.35 | 17,500 | $6,150 | 133,570 | -11.6% |
| 2008-02-22 01:01 | 2008-02-19 | LXU | LSB INDUSTRIES, INC. | GOLSEN STEVEN | 10% owner | Chemicals | SALE | $25.10 | 3,843 | $96,469 | 43,649 | -8.1% |
| 2008-02-22 00:57 | 2008-02-19 | LXU | LSB INDUSTRIES, INC. | GOLSEN BARRY H | Director, Officer, 10% owner; President and COO | Chemicals | SALE | $25.10 | 141,400 | $3,549,479 | 725,876 | -16.3% |
| 2008-02-22 00:59 | 2008-02-19 | LXU | LSB INDUSTRIES, INC. | GOLSEN SYLVIA H | 10% owner | Chemicals | SALE | $25.10 | 141,400 | $3,549,479 | 725,876 | -16.3% |
| 2008-02-22 01:02 | 2008-02-19 | LXU | LSB INDUSTRIES, INC. | GOLSEN JACK E | Director, Officer, 10% owner; Chairman of the Board and CEO | Chemicals | SALE | $25.10 | 141,400 | $3,549,479 | 725,876 | -16.3% |
| 2008-02-21 02:29 | 2008-02-19 | K | KELLANOVA | Mobsby Timothy P | Officer; Senior Vice President | Gold | SALE | $51.61 | 10,260 | $529,488 | 98,377 | -9.4% |
| 2008-02-21 02:27 | 2008-02-19 | K | KELLANOVA | Andrews Alan R | Officer; VP-Corporate Controller | Gold | SALE | $52.07 | 4,026 | $209,636 | 26,252 | -13.3% |
| 2008-02-21 02:27 | 2008-02-20 | K | KELLANOVA | Banks Donna J | Officer; Senior Vice President | Gold | SALE | $51.49 | 4,669 | $240,407 | 43,732 | -9.6% |
| 2008-02-21 02:28 | 2008-02-19 | K | KELLANOVA | CLARK CLESTEEN A | Officer; SVP - Corporate Affairs | Gold | SALE | $51.75 | 2,774 | $143,541 | 54,833 | -4.8% |
| 2008-02-21 02:28 | 2008-02-19 | K | KELLANOVA | MONTIE JEFFREY W | Officer; Executive Vice President | Gold | SALE | $51.90 | 14,580 | $756,750 | 99,125 | -12.8% |
| 2008-02-20 21:14 | 2008-02-19 | UFPI | UFP INDUSTRIES INC | GREENE CHARLES SCOTT | Officer; President, UFP Eastern Div. | Lumber & Wood Production | BUY | $27.92 | 73 | $2,038 | 359 | +25.5% |
| 2008-02-20 23:38 | 2008-02-19 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, 10% owner | Specialty Chemicals | BUY | $0.34 | 10,000 | $3,400 | 6,835,233 | +0.1% |
| 2008-02-20 01:23 | 2008-02-15 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer; Chairman, President, CEO | Agricultural Inputs | OPT+S | $114.33 | 10,000 | $1,143,300 | 110,400 | -8.3% |
| 2008-02-20 01:34 | 2008-02-15 | AVD | AMERICAN VANGUARD CORP | THAU IRVING J | Director | Agricultural Inputs | OPT+S | $14.95 | 1,600 | $23,920 | 10,412 | -13.3% |
| 2008-02-20 01:47 | 2008-02-15 | CMP | COMPASS MINERALS INTERNATIONAL INC | Fallis John S | Officer; Vice President | Other Industrial Metals & Mining | SALE | $52.76 | 33,132 | $1,748,044 | 82,626 | -28.6% |
| 2008-02-19 19:24 | 2008-02-13 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER PAUL | 10% owner | Specialty Chemicals | SALE | $0.36 | 30,200 | $10,996 | 151,070 | -16.7% |
| 2008-02-15 19:14 | 2008-02-13 | SMG | SCOTTS MIRACLE-GRO CO | Lopez Claude | Officer; EVP, International and CMO | Agricultural Inputs | OPT+S | $38.10 | 21,411 | $815,663 | 8,200 | -72.3% |
| 2008-02-15 17:47 | 2008-02-13 | FUL | FULLER H B CO | VAN SANT R WILLIAM | Director | Specialty Chemicals | BUY | $22.05 | 2,000 | $44,100 | 14,754 | +15.7% |
| 2008-02-16 00:03 | 2008-02-13 | SXT | SENSIENT TECHNOLOGIES CORP | HOBBS RICHARD F | Officer; VP & CFO | Specialty Chemicals | SALE | $28.02 | 1,303 | $36,514 | 116,400 | -1.1% |
| 2008-02-15 20:11 | 2008-02-13 | SXT | SENSIENT TECHNOLOGIES CORP | HOBBS RICHARD F | Officer; VP & CFO | Specialty Chemicals | OPT+S | $27.90 | 5,309 | $148,107 | 117,703 | -4.3% |
| 2008-02-16 00:07 | 2008-02-13 | SXT | SENSIENT TECHNOLOGIES CORP | MANNING KENNETH P | Director, Officer; Chairman and CEO | Specialty Chemicals | SALE | $28.02 | 5,566 | $155,978 | 339,498 | -1.6% |
| 2008-02-15 20:16 | 2008-02-13 | SXT | SENSIENT TECHNOLOGIES CORP | MANNING KENNETH P | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $27.90 | 22,455 | $626,429 | 345,064 | -6.1% |
| 2008-02-15 22:36 | 2008-02-14 | FMC | FMC CORP | WALTER WILLIAM G | Director, Officer; President, CEO and Chairman | Agricultural Inputs | OPT+S | $54.86 | 43,000 | $2,358,950 | 122,018 | -26.1% |
| 2008-02-15 23:26 | 2008-02-13 | SWM | Mativ Holdings, Inc. | THOMPSON PETER J | Officer; CFO and Treasurer | Specialty Chemicals | OPT+S | $24.53 | 1,600 | $39,247 | 10,040 | -13.7% |
| 2008-02-15 00:31 | 2008-02-12 | ALB | Albemarle Corporation | GOTTWALD FLOYD D JR | Other | Specialty Chemicals | OPT+S | $40.01 | 210,000 | $8,401,890 | 1,402,784 | -13.0% |
| 2008-02-14 15:31 | 2008-01-28 | NNUP | NOCOPI TECHNOLOGIES INC/MD/ | FEINSTEIN MICHAEL | Director, Officer; Chairman of the Board | Specialty Chemicals | BUY | $0.47 | 10,000 | $4,700 | 2,836,281 | +0.4% |
| 2008-02-14 23:44 | 2007-11-12 | APD | Air Products and Chemicals Inc. | Marsland John W | Officer; V.P. and G.M. | Specialty Chemicals | SALE | $96.73 | 13 | $1,257 | 5,272 | -0.2% |
| 2008-02-15 02:03 | 2008-02-13 | CMP | COMPASS MINERALS INTERNATIONAL INC | Fallis John S | Officer; Vice President | Other Industrial Metals & Mining | OPT+S | $52.76 | 33,132 | $1,748,044 | 82,626 | -28.6% |
| 2008-02-15 00:33 | 2008-02-12 | SXT | SENSIENT TECHNOLOGIES CORP | HOBBS RICHARD F | Officer; VP & CFO | Specialty Chemicals | SALE | $27.91 | 7,960 | $222,193 | 116,400 | -6.4% |
| 2008-02-14 20:58 | 2008-02-12 | SXT | SENSIENT TECHNOLOGIES CORP | HOBBS RICHARD F | Officer; VP & CFO | Specialty Chemicals | OPT+S | $27.78 | 4,678 | $129,942 | 124,360 | -3.6% |
| 2008-02-15 00:36 | 2008-02-12 | SXT | SENSIENT TECHNOLOGIES CORP | MANNING KENNETH P | Director, Officer; Chairman and CEO | Specialty Chemicals | SALE | $27.91 | 33,875 | $945,577 | 346,908 | -8.9% |
| 2008-02-14 20:55 | 2008-02-12 | SXT | SENSIENT TECHNOLOGIES CORP | MANNING KENNETH P | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $27.78 | 19,679 | $546,604 | 380,783 | -4.9% |
| 2008-02-14 18:46 | 2008-02-12 | MLM | MARTIN MARIETTA MATERIALS INC | MENAKER FRANK H JR | Director | Building Materials | OPT+S | $106.19 | 1,500 | $159,281 | 4,187 | -26.4% |
| 2008-02-13 20:42 | 2008-02-06 | NEU | NEWMARKET CORP | HUANG C S WARREN | Officer; President Afton Chemical Corp | Specialty Chemicals | SALE | $58.14 | 55 | $3,198 | 140 | -28.2% |
| 2008-02-13 22:55 | 2008-02-11 | ODC | Oil-Dri Corp of America | JAFFEE DANIEL S | Director, Officer; President and CEO | Specialty Chemicals | OPT+S | $18.20 | 200 | $3,640 | 0 | -100.0% |
| 2008-02-13 22:02 | 2008-02-11 | ALB | Albemarle Corporation | GOTTWALD WILLIAM M | Director, Officer, 10% owner; Chairman of the Board | Specialty Chemicals | OPT+S | $38.10 | 28,470 | $1,084,775 | 2,315,703 | -1.2% |
| 2008-02-14 02:53 | 2008-02-11 | RGLD | ROYAL GOLD INC | MARCUS MERRITT E | Director | Gold | SALE | $28.00 | 20,000 | $560,000 | 201,838 | -9.0% |
| 2008-02-13 04:05 | 2008-02-08 | CE | Celanese Corp | Townsend Jay | Officer; Sr. VP, Corporate Dev. | Chemicals | SALE | $38.85 | 1,100 | $42,737 | 85,490 | -1.3% |
| 2008-02-13 04:02 | 2008-02-08 | CE | Celanese Corp | Townsend Jay | Officer; Sr. VP, Corporate Dev. | Chemicals | SALE | $38.58 | 25,000 | $964,395 | 86,590 | -22.4% |
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.