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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008-01-31 02:03 | 2008-01-28 | OMEX | ODYSSEY MARINE EXPLORATION INC | LACKMAN GEORGE | Director | Other Industrial Metals & Mining | OPT+S | $5.25 | 5,000 | $26,261 | 132,250 | -3.6% |
| 2008-01-30 22:42 | 2008-01-29 | AVD | AMERICAN VANGUARD CORP | KRAFT HERBERT A | Director, 10% owner | Agricultural Inputs | SALE | $15.90 | 800 | $12,720 | 3,341,379 | 0.0% |
| 2008-01-30 04:13 | 2008-01-28 | AVD | AMERICAN VANGUARD CORP | KRAFT HERBERT A | Director, 10% owner | Agricultural Inputs | SALE | $15.90 | 5,600 | $89,040 | 3,342,179 | -0.2% |
| 2008-01-30 01:45 | 2008-01-25 | IOSP | INNOSPEC INC. | GENDELL JEFFREY L ET AL | 10% owner | Specialty Chemicals | BUY | $15.03 | 100,000 | $1,503,000 | 4,851,683 | +2.1% |
| 2008-01-29 01:02 | 2008-01-25 | CMC | COMMERCIAL METALS Co | Guido Robert L | Director | Steel | BUY | $26.01 | 3,000 | $78,030 | 6,000 | +100.0% |
| 2008-01-28 23:29 | 2008-01-28 | FUL | FULLER H B CO | MITAU LEE R | Director, Other | Specialty Chemicals | BUY | $18.55 | 5,000 | $92,749 | 35,133 | +16.6% |
| 2008-01-29 01:25 | 2008-01-25 | AVD | AMERICAN VANGUARD CORP | KRAFT HERBERT A | Director, 10% owner | Agricultural Inputs | SALE | $15.90 | 3,000 | $47,700 | 3,347,779 | -0.1% |
| 2008-01-29 01:04 | 2008-01-25 | CMC | COMMERCIAL METALS Co | WOMACK ROBERT R | Director | Steel | BUY | $26.07 | 10,000 | $260,704 | 10,000 | +100.0% |
| 2008-01-26 01:01 | 2008-01-23 | CLF | CLEVELAND-CLIFFS INC. | HARBERT MANAGEMENT CORP | 10% owner | Steel | BUY | $81.88 | 200,000 | $16,376,000 | 1,716,666 | +13.2% |
| 2008-01-25 22:47 | 2008-01-24 | CLF | CLEVELAND-CLIFFS INC. | CALFEE WILLIAM R | Officer; Exec. V.P. Comm. N.Amer. Iron | Steel | SALE | $93.16 | 750 | $69,869 | 31,951 | -2.3% |
| 2008-01-25 23:01 | 2008-01-25 | APD | Air Products and Chemicals Inc. | HAGENLOCKER EDWARD E | Director | Specialty Chemicals | SALE | $90.30 | 16,873 | $1,523,622 | 0 | -100.0% |
| 2008-01-25 23:17 | 2008-01-22 | VHI | VALHI INC /DE/ | SIMMONS GLENN R | Director, Officer; Vice Chairman of the Board | Chemicals | BUY | $15.18 | 3,860 | $58,608 | 7,160 | +117.0% |
| 2008-01-25 22:47 | 2008-01-24 | AVD | AMERICAN VANGUARD CORP | KRAFT HERBERT A | Director, 10% owner | Agricultural Inputs | SALE | $15.90 | 5,900 | $93,810 | 3,350,779 | -0.2% |
| 2008-01-25 19:34 | 2008-01-24 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, 10% owner | Specialty Chemicals | BUY | $0.28 | 8,000 | $2,240 | 6,820,233 | +0.1% |
| 2008-01-25 16:58 | 2008-01-24 | APD | Air Products and Chemicals Inc. | SMITH LAWRENCE S | Director | Specialty Chemicals | BUY | $88.23 | 3,500 | $308,812 | 8,000 | +77.8% |
| 2008-01-25 01:26 | 2008-01-22 | OMEX | ODYSSEY MARINE EXPLORATION INC | LACKMAN GEORGE | Director | Other Industrial Metals & Mining | OPT+S | $5.29 | 6,932 | $36,668 | 132,250 | -5.0% |
| 2008-01-25 05:33 | 2008-01-22 | IOSP | INNOSPEC INC. | GENDELL JEFFREY L ET AL | 10% owner | Specialty Chemicals | BUY | $14.34 | 101,883 | $1,460,972 | 4,751,683 | +2.2% |
| 2008-01-24 00:37 | 2008-01-22 | MOS | MOSAIC CO | MACKAY HAROLD H | Director | Agricultural Inputs | OPT+S | $78.04 | 2,500 | $195,107 | 8,452 | -22.8% |
| 2008-01-22 18:58 | 2008-01-18 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, 10% owner | Specialty Chemicals | BUY | $0.27 | 10,000 | $2,700 | 6,812,233 | +0.1% |
| 2008-01-19 01:06 | 2008-01-16 | OMEX | ODYSSEY MARINE EXPLORATION INC | LACKMAN GEORGE | Director | Other Industrial Metals & Mining | OPT+S | $5.40 | 15,000 | $81,069 | 132,250 | -10.2% |
| 2008-01-17 22:40 | 2008-01-15 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, 10% owner | Specialty Chemicals | BUY | $0.27 | 15,000 | $4,001 | 6,802,233 | +0.2% |
| 2008-01-17 00:26 | 2008-01-15 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer; Chairman, President, CEO | Agricultural Inputs | OPT+S | $117.88 | 10,000 | $1,178,828 | 110,400 | -8.3% |
| 2008-01-16 19:50 | 2008-01-14 | MOS | MOSAIC CO | SEIBERT STEVEN M | Director | Agricultural Inputs | SALE | $103.18 | 835 | $86,153 | 2,617 | -24.2% |
| 2008-01-17 04:55 | 2008-01-15 | AVD | AMERICAN VANGUARD CORP | THAU IRVING J | Director | Agricultural Inputs | OPT+S | $15.41 | 1,600 | $24,656 | 10,412 | -13.3% |
| 2008-01-17 00:34 | 2008-01-14 | OMEX | ODYSSEY MARINE EXPLORATION INC | LACKMAN GEORGE | Director | Other Industrial Metals & Mining | OPT+S | $5.25 | 25,000 | $131,368 | 132,250 | -15.9% |
| 2008-01-16 19:20 | 2008-01-16 | NJMC-OB | Idaho Strategic Resources, Inc. | BRACKEBUSCH FRED W | Director, Officer; CEO | Gold | BUY | $0.50 | 65,000 | $32,500 | 858,005 | +8.2% |
| 2008-01-16 02:23 | 2008-01-14 | WDFC | WD 40 CO | RIDGE GARRY O | Director, Officer; President & CEO | Specialty Chemicals | BUY | $32.17 | 3,000 | $96,515 | 16,352 | +22.5% |
| 2008-01-16 01:06 | 2008-01-14 | WDFC | WD 40 CO | MILNER GRAHAM P | Officer; Executive Vice President | Specialty Chemicals | BUY | $32.30 | 400 | $12,920 | 8,828 | +4.7% |
| 2008-01-16 01:03 | 2008-01-15 | WDFC | WD 40 CO | HOLDSWORTH GEOFFREY | Officer; Managing Director AsiaPacific | Specialty Chemicals | BUY | $32.26 | 500 | $16,131 | 1,500 | +50.0% |
| 2008-01-16 01:00 | 2008-01-15 | WDFC | WD 40 CO | IRWIN MICHAEL J | Officer; Executive Vice President/CFO | Specialty Chemicals | BUY | $32.43 | 1,000 | $32,429 | 6,091 | +19.6% |
| 2008-01-15 03:20 | 2008-01-14 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $31.77 | 20,700 | $657,730 | 10,078,200 | +0.2% |
| 2008-01-15 03:20 | 2008-01-11 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $31.29 | 12,500 | $391,098 | 10,057,500 | +0.1% |
| 2008-01-15 03:19 | 2008-01-11 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $31.01 | 15,100 | $468,216 | 10,045,000 | +0.2% |
| 2008-01-15 03:19 | 2008-01-10 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $30.92 | 7,800 | $241,213 | 10,029,900 | +0.1% |
| 2008-01-15 03:19 | 2008-01-10 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $30.70 | 13,900 | $426,680 | 10,022,100 | +0.1% |
| 2008-01-15 03:18 | 2008-01-10 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $30.39 | 23,800 | $723,227 | 10,008,200 | +0.2% |
| 2008-01-11 17:11 | 2007-02-09 | SHW | SHERWIN WILLIAMS CO | Oberfeld Steven J | Officer; President, Paint Stores Group | Specialty Chemicals | SALE | $69.68 | 9,720 | $677,309 | 43,454 | -18.3% |
| 2008-01-11 23:17 | 2008-01-10 | CLF | CLEVELAND-CLIFFS INC. | CALFEE WILLIAM R | Officer; Exec. V.P. Comm. N.Amer. Iron | Steel | SALE | $89.68 | 750 | $67,256 | 32,701 | -2.2% |
| 2008-01-11 02:58 | 2008-01-09 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $31.01 | 8,700 | $269,796 | 9,984,400 | +0.1% |
| 2008-01-11 02:58 | 2008-01-09 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $30.80 | 15,800 | $486,676 | 9,975,700 | +0.2% |
| 2008-01-11 02:57 | 2008-01-08 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $30.58 | 25,600 | $782,758 | 9,959,900 | +0.3% |
| 2008-01-11 02:57 | 2008-01-08 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $31.55 | 24,000 | $757,296 | 9,934,300 | +0.2% |
| 2008-01-11 02:57 | 2008-01-08 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $31.05 | 8,500 | $263,924 | 9,910,300 | +0.1% |
| 2008-01-10 01:58 | 2008-01-07 | KRO | KRONOS WORLDWIDE INC | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board & CEO | Specialty Chemicals | BUY | $15.98 | 15,700 | $250,825 | 151,067 | +11.6% |
| 2008-01-08 02:31 | 2008-01-03 | AVD | AMERICAN VANGUARD CORP | WINTEMUTE GLENN A | Director | Agricultural Inputs | SALE | $17.00 | 100 | $1,700 | 1,515,686 | 0.0% |
| 2008-01-07 22:17 | 2007-12-31 | DCOV | Enlightify Inc. | FRIESS MICHAEL | Other | Agricultural Inputs | SALE | $2.23 | 123,074 | $274,947 | 0 | -100.0% |
| 2008-01-07 22:17 | 2007-12-31 | DCOV | Enlightify Inc. | SCHWARTZ SANFORD | Other | Agricultural Inputs | SALE | $2.23 | 123,074 | $274,947 | 0 | -100.0% |
| 2008-01-08 03:17 | 2008-01-04 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $32.06 | 2,500 | $80,149 | 9,901,800 | +0.0% |
| 2008-01-08 03:16 | 2008-01-03 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $31.78 | 8,700 | $276,520 | 9,899,300 | +0.1% |
| 2008-01-08 03:14 | 2008-01-03 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $31.78 | 61,900 | $1,966,885 | 9,890,600 | +0.6% |
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.