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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008-01-04 18:10 | 2008-01-02 | KOP | Koppers Holdings Inc. | Turner Walter W | Director, Officer; President and CEO | Specialty Chemicals | SALE | $43.03 | 5,000 | $215,145 | 332,700 | -1.5% |
| 2008-01-04 18:10 | 2008-01-02 | KOP | Koppers Holdings Inc. | Lacy Steven R | Officer; Sr. VP, Admin., GC & Sec | Specialty Chemicals | SALE | $43.15 | 2,500 | $107,886 | 45,239 | -5.2% |
| 2008-01-04 18:09 | 2008-01-02 | KOP | Koppers Holdings Inc. | Fitzgerald Kevin J | Officer; Senior VP, Global CM&C | Specialty Chemicals | SALE | $42.96 | 5,000 | $214,799 | 55,367 | -8.3% |
| 2008-01-05 03:04 | 2008-01-02 | CE | Celanese Corp | Sterin Steven | Officer; SVP and CFO | Chemicals | SALE | $43.47 | 2,300 | $99,973 | 1,500 | -60.5% |
| 2008-01-05 03:02 | 2008-01-02 | CE | Celanese Corp | Sterin Steven | Officer; SVP and CFO | Chemicals | OPT+S | $43.15 | 22,700 | $979,469 | 3,800 | -85.7% |
| 2008-01-04 20:54 | 2008-01-03 | LXU | LSB INDUSTRIES, INC. | GOLSEN STEVEN | 10% owner | Chemicals | SALE | $27.18 | 5,000 | $135,900 | 228,915 | -2.1% |
| 2008-01-04 18:24 | 2008-01-02 | LXU | LSB INDUSTRIES, INC. | GOLSEN BARRY H | Director, Officer, 10% owner; President and COO | Chemicals | SALE | $27.41 | 40,000 | $1,096,364 | 241,639 | -14.2% |
| 2008-01-03 23:45 | 2008-01-02 | AVD | AMERICAN VANGUARD CORP | WINTEMUTE GLENN A | Director | Agricultural Inputs | SALE | $16.37 | 31,900 | $522,305 | 1,553,286 | -2.0% |
| 2008-01-02 17:29 | 2007-12-21 | KOP | Koppers Holdings Inc. | Hillenbrand David M | Director | Specialty Chemicals | SALE | $43.00 | 5,000 | $215,000 | 16,348 | -23.4% |
| 2008-01-03 03:08 | 2008-01-02 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $32.95 | 84,800 | $2,794,304 | 9,828,700 | +0.9% |
| 2008-01-03 03:07 | 2007-12-31 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $33.43 | 73,200 | $2,446,776 | 9,743,900 | +0.8% |
| 2008-01-03 03:07 | 2007-12-28 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $33.67 | 70,858 | $2,385,583 | 9,670,700 | +0.7% |
| 2008-01-03 03:07 | 2007-12-28 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $33.65 | 15,700 | $528,314 | 9,599,842 | +0.2% |
| 2008-01-03 03:06 | 2007-12-28 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $33.31 | 22,042 | $734,245 | 9,584,142 | +0.2% |
| 2007-12-31 20:16 | 2007-12-27 | HWKN | HAWKINS INC | PAULSON KEENAN A | Officer; V.P., Water Treatment Group | Specialty Chemicals | SALE | $14.75 | 8,900 | $131,279 | 0 | -100.0% |
| 2007-12-31 23:37 | 2007-12-28 | SYNL | Ascent Industries Co. | WRIGHT MURRAY H | Director | Chemicals | BUY | $16.82 | 5,000 | $84,100 | 158,201 | +3.3% |
| 2007-12-31 23:19 | 2007-12-21 | SYNL | Ascent Industries Co. | WRIGHT MURRAY H | Director | Chemicals | BUY | $16.10 | 4,000 | $64,380 | 153,201 | +2.7% |
| 2007-12-28 16:48 | 2007-12-27 | CLF | CLEVELAND-CLIFFS INC. | CALFEE WILLIAM R | Officer; Exec. V.P. Comm. N.Amer. Iron | Steel | SALE | $101.89 | 750 | $76,418 | 33,451 | -2.2% |
| 2007-12-28 21:29 | 2007-12-20 | AVD | AMERICAN VANGUARD CORP | JOHNSON GLEN D | Officer; Sr. VP AMVAC Chemical Corp. | Agricultural Inputs | SALE | $16.00 | 2,500 | $40,000 | 66,751 | -3.6% |
| 2007-12-28 21:41 | 2007-12-28 | SYNL | Ascent Industries Co. | WRIGHT MURRAY H | Director | Chemicals | BUY | $16.82 | 5,000 | $84,100 | 155,201 | +3.3% |
| 2007-12-29 01:01 | 2007-12-27 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $33.51 | 14,600 | $489,174 | 9,562,100 | +0.2% |
| 2007-12-29 01:01 | 2007-12-27 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $33.37 | 40,200 | $1,341,510 | 9,547,500 | +0.4% |
| 2007-12-29 01:00 | 2007-12-26 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $33.60 | 16,600 | $557,710 | 9,507,300 | +0.2% |
| 2007-12-27 23:59 | 2007-12-24 | SCL | STEPAN CO | ZOGLIO ANTHONY J | Officer; VP Supply Chain | Specialty Chemicals | OPT+S | $35.00 | 200 | $7,000 | 9,700 | -2.0% |
| 2007-12-27 18:31 | 2007-12-26 | CLF | CLEVELAND-CLIFFS INC. | LEROUX ROBERT J | Officer; Vice President- Finance | Steel | SALE | $103.15 | 4,521 | $466,344 | 6,042 | -42.8% |
| 2007-12-27 02:58 | 2007-12-24 | LXU | LSB INDUSTRIES, INC. | BROWN ROBERT C MD | Director | Chemicals | SALE | $24.67 | 50,000 | $1,233,320 | 59,516 | -45.7% |
| 2007-12-27 02:35 | 2007-12-21 | LXU | LSB INDUSTRIES, INC. | SHEAR DAVID MICHAEL | Officer; Senior VP/General Counsel/Sec | Chemicals | SALE | $24.18 | 31,000 | $749,518 | 27,277 | -53.2% |
| 2007-12-26 22:10 | 2007-12-24 | LXU | LSB INDUSTRIES, INC. | JONES JIMMIE D | Officer; Sr VP/Controller/Treasurer | Chemicals | SALE | $24.50 | 12,000 | $294,000 | 35,252 | -25.4% |
| 2007-12-27 00:56 | 2007-12-14 | USLM | UNITED STATES LIME & MINERALS INC | ODISHAW EDWARD A | Director | Building Materials | SALE | $30.09 | 700 | $21,060 | 0 | -100.0% |
| 2007-12-26 21:34 | 2007-12-21 | CMC | COMMERCIAL METALS Co | OWEN DOROTHY G | Director | Steel | SALE | $30.02 | 17,000 | $510,417 | 370,582 | -4.4% |
| 2007-12-27 02:34 | 2007-12-24 | LXU | LSB INDUSTRIES, INC. | MUNSON DONALD W | Director | Chemicals | SALE | $24.50 | 5,000 | $122,500 | 6,740 | -42.6% |
| 2007-12-27 03:00 | 2007-12-24 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $33.49 | 3,700 | $123,929 | 9,490,700 | +0.0% |
| 2007-12-27 02:59 | 2007-12-24 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $33.37 | 14,900 | $497,153 | 9,487,000 | +0.2% |
| 2007-12-27 02:59 | 2007-12-21 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $33.34 | 26,500 | $883,619 | 9,472,100 | +0.3% |
| 2007-12-22 00:53 | 2007-12-21 | LXU | LSB INDUSTRIES, INC. | SHELBY ANTONIO M | Director, Officer; Executive VP-Finance/CFO | Chemicals | SALE | $23.00 | 5,000 | $115,000 | 133,810 | -3.6% |
| 2007-12-22 00:12 | 2007-12-20 | OMEX | ODYSSEY MARINE EXPLORATION INC | MORRIS DAVID A | Officer; Secretary / Treasurer | Other Industrial Metals & Mining | OPT+S | $5.52 | 20,000 | $110,400 | 296,283 | -6.3% |
| 2007-12-21 23:49 | 2007-12-21 | SYNL | Ascent Industries Co. | WRIGHT MURRAY H | Director | Chemicals | BUY | $16.10 | 4,000 | $64,380 | 150,201 | +2.7% |
| 2007-12-21 16:40 | 2007-12-20 | SYNL | Ascent Industries Co. | WRIGHT MURRAY H | Director | Chemicals | BUY | $15.75 | 1,000 | $15,750 | 149,201 | +0.7% |
| 2007-12-22 02:35 | 2007-12-20 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $33.34 | 4,100 | $136,688 | 9,445,600 | +0.0% |
| 2007-12-22 02:35 | 2007-12-20 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $33.12 | 67,923 | $2,249,501 | 9,441,500 | +0.7% |
| 2007-12-22 02:35 | 2007-12-19 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $33.17 | 28,477 | $944,502 | 9,373,577 | +0.3% |
| 2007-12-22 02:34 | 2007-12-19 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $33.15 | 69,300 | $2,297,156 | 9,345,100 | +0.7% |
| 2007-12-20 21:51 | 2007-12-18 | AVD | AMERICAN VANGUARD CORP | GILBANE ROBERT F | Officer; President of GemChem, Inc. | Agricultural Inputs | SALE | $16.00 | 2,500 | $40,000 | 307,156 | -0.8% |
| 2007-12-21 02:05 | 2007-12-20 | KRO | KRONOS WORLDWIDE INC | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board & CEO | Specialty Chemicals | BUY | $15.94 | 1,000 | $15,938 | 135,367 | +0.7% |
| 2007-12-20 00:20 | 2007-12-18 | UFPI | UFP INDUSTRIES INC | Klyn Ronald G | Officer; Chief Information Officer | Lumber & Wood Production | BUY | $30.25 | 3,079 | $93,140 | 13,334 | +30.0% |
| 2007-12-20 04:29 | 2007-12-18 | AVD | AMERICAN VANGUARD CORP | THAU IRVING J | Director | Agricultural Inputs | OPT+S | $15.35 | 1,600 | $24,560 | 10,412 | -13.3% |
| 2007-12-20 03:12 | 2007-12-18 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $32.97 | 6,900 | $227,520 | 9,275,800 | +0.1% |
| 2007-12-20 03:11 | 2007-12-17 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $32.86 | 25,100 | $824,799 | 9,268,900 | +0.3% |
| 2007-12-20 03:11 | 2007-12-17 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $33.01 | 14,000 | $462,073 | 9,243,800 | +0.2% |
| 2007-12-20 03:11 | 2007-12-17 | CBT | CABOT CORP | SPO ADVISORY CORP | 10% owner | Specialty Chemicals | BUY | $32.76 | 29,200 | $956,615 | 9,229,800 | +0.3% |
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.