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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007-10-02 20:58 | 2007-09-28 | LITS | Goldrich Mining Company | Forza Capital Management, L.L.C. | 10% owner | Gold | BUY | $1.10 | 10,000 | $11,025 | 33,800 | +42.0% |
| 2007-10-02 23:10 | 2007-10-01 | SHW | SHERWIN WILLIAMS CO | Connor Christopher M | Director, Officer; Chairman and CEO | Specialty Chemicals | SALE | $66.03 | 8,200 | $541,440 | 404,045 | -2.0% |
| 2007-10-02 23:08 | 2007-10-01 | SHW | SHERWIN WILLIAMS CO | Connor Christopher M | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $65.83 | 26,800 | $1,764,346 | 412,245 | -6.1% |
| 2007-10-03 00:41 | 2007-10-01 | AVD | AMERICAN VANGUARD CORP | WINTEMUTE GLENN A | Director | Agricultural Inputs | SALE | $19.25 | 57,500 | $1,106,875 | 1,862,586 | -3.0% |
| 2007-10-02 02:51 | 2007-09-27 | CE | Celanese Corp | ALDER JAMES | Officer; VP, Operations and Technical | Chemicals | OPT+S | $38.85 | 37,000 | $1,437,543 | 76,941 | -32.5% |
| 2007-10-02 01:06 | 2007-09-27 | RGLD | ROYAL GOLD INC | GOTH JOHN W | Director | Gold | OPT+S | $32.70 | 2,500 | $81,750 | 31,750 | -7.3% |
| 2007-10-01 21:02 | 2007-09-27 | DRAM | U.S. GOLD CORP. | DUNCAN JEFFREY H | Officer; Vice President, Manufacturing | Gold | OPT+S | $3.36 | 7,455 | $25,030 | 0 | -100.0% |
| 2007-09-28 22:35 | 2007-09-27 | KRO | KRONOS WORLDWIDE INC | SIMMONS GLENN R | Director | Specialty Chemicals | BUY | $19.49 | 2,000 | $38,980 | 10,438 | +23.7% |
| 2007-09-28 22:21 | 2007-09-26 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER PAUL | 10% owner | Specialty Chemicals | SALE | $0.19 | 10,000 | $1,900 | 305,584 | -3.2% |
| 2007-09-28 18:10 | 2007-09-25 | DAM | U.S. GOLD CORP. | DUNCAN JEFFREY H | Officer; Vice President, Manufacturing | Gold | OPT+S | $3.38 | 3,700 | $12,509 | 0 | -100.0% |
| 2007-09-27 20:58 | 2007-09-25 | LITS | Goldrich Mining Company | Forza Capital Management, L.L.C. | 10% owner | Gold | BUY | $1.12 | 3,000 | $3,345 | 5,736,016 | +0.1% |
| 2007-09-28 01:37 | 2007-09-25 | LXU | LSB INDUSTRIES, INC. | MCCARTHY KENT C | 10% owner | Chemicals | SALE | $24.56 | 27,300 | $670,493 | 1,793,256 | -1.5% |
| 2007-09-28 03:15 | 2007-09-25 | LXU | LSB INDUSTRIES, INC. | GOLSEN JACK E | Director, Officer, 10% owner; Chairman of the Board and CEO | Chemicals | SALE | $24.02 | 25,350 | $608,823 | 0 | -100.0% |
| 2007-09-28 01:38 | 2007-09-25 | LXU | LSB INDUSTRIES, INC. | JAYHAWK CAPITAL MANAGEMENT LLC | 10% owner | Chemicals | SALE | $24.56 | 27,300 | $670,493 | 1,793,256 | -1.5% |
| 2007-09-28 01:38 | 2007-09-25 | LXU | LSB INDUSTRIES, INC. | JAYHAWK INSTITUTIONAL PARTNERS LP | 10% owner | Chemicals | SALE | $24.56 | 27,300 | $670,493 | 1,793,256 | -1.5% |
| 2007-09-26 23:37 | 2007-09-24 | HWKN | HAWKINS INC | SEVENICH JOHN R | Officer; Vice President, Industrial | Specialty Chemicals | SALE | $14.46 | 5,228 | $75,586 | 6,393 | -45.0% |
| 2007-09-26 23:22 | 2007-09-25 | POL | AVIENT CORP | Kahler Michael E | Officer; Sr. VP Commercial Development | Specialty Chemicals | BUY | $7.36 | 6,000 | $44,160 | 16,092 | +59.5% |
| 2007-09-26 17:55 | 2007-09-24 | DRAM | U.S. GOLD CORP. | DUNCAN JEFFREY H | Officer; Vice President, Manufacturing | Gold | OPT+S | $3.38 | 6,268 | $21,210 | 0 | -100.0% |
| 2007-09-25 22:10 | 2007-09-24 | KALU | KAISER ALUMINUM CORP | Quinn Jack | Director | Aluminum | BUY | $72.06 | 1,075 | $77,467 | 3,809 | +39.3% |
| 2007-09-25 17:24 | 2007-09-21 | FMC | FMC CORP | WILSON D MICHAEL | Officer; VP, Group Manager | Agricultural Inputs | OPT+S | $51.13 | 20,000 | $1,022,552 | 50,798 | -28.2% |
| 2007-09-25 22:43 | 2007-09-24 | CLF | CLEVELAND-CLIFFS INC. | LEROUX ROBERT J | Officer; Vice President & Controller | Steel | SALE | $85.23 | 5,000 | $426,167 | 10,563 | -32.1% |
| 2007-09-24 23:53 | 2007-09-20 | LITS | Goldrich Mining Company | Forza Capital Management, L.L.C. | 10% owner | Gold | BUY | $1.05 | 1,300 | $1,366 | 5,733,016 | +0.0% |
| 2007-09-24 23:13 | 2007-09-21 | CE | Celanese Corp | MADDEN DOUG | Officer; President, Acetate | Chemicals | OPT+S | $37.51 | 51,000 | $1,913,010 | 60,556 | -45.7% |
| 2007-09-25 04:35 | 2007-09-20 | LXU | LSB INDUSTRIES, INC. | MCCARTHY KENT C | 10% owner | Chemicals | SALE | $23.56 | 394,732 | $9,298,031 | 1,820,556 | -17.8% |
| 2007-09-24 17:26 | 2007-09-21 | NUE | NUCOR CORP | FERRIOLA JOHN J | Officer; CHIEF OPERATING OFFICER | Steel | SALE | $58.79 | 4,668 | $274,446 | 138,546 | -3.3% |
| 2007-09-25 04:35 | 2007-09-20 | LXU | LSB INDUSTRIES, INC. | JAYHAWK CAPITAL MANAGEMENT LLC | 10% owner | Chemicals | SALE | $23.56 | 394,732 | $9,298,031 | 1,820,556 | -17.8% |
| 2007-09-25 04:36 | 2007-09-20 | LXU | LSB INDUSTRIES, INC. | JAYHAWK INSTITUTIONAL PARTNERS LP | 10% owner | Chemicals | SALE | $23.56 | 394,732 | $9,298,031 | 1,820,556 | -17.8% |
| 2007-09-21 21:43 | 2007-09-19 | PPG | PPG INDUSTRIES INC | Sullivan Kevin F | Officer; Sr. Vice Pres., Chemicals | Specialty Chemicals | OPT+S | $76.82 | 25,000 | $1,920,473 | 19,017 | -56.8% |
| 2007-09-21 18:24 | 2007-09-20 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $56.47 | 36,100 | $2,038,636 | 92,003,490 | 0.0% |
| 2007-09-22 01:26 | 2007-09-19 | RGLD | ROYAL GOLD INC | GROSS KAREN | Officer; V.P.& Corporate Secretary | Gold | SALE | $32.25 | 9,363 | $301,957 | 91,104 | -9.3% |
| 2007-09-22 02:05 | 2007-05-03 | GARA | Enertopia Corp. | BUNKA CHRISTOPHER | Director, Officer; Chairman and CEO | Other Industrial Metals & Mining | BUY | $0.25 | 300,000 | $75,000 | 800,000 | +60.0% |
| 2007-09-21 20:59 | 2007-09-19 | STLD | STEEL DYNAMICS INC | HOLLMAN BERT D | Officer; Vice President | Steel | OPT+S | $46.20 | 11,042 | $510,178 | 4,032 | -73.3% |
| 2007-09-20 21:44 | 2007-09-18 | LITS | Goldrich Mining Company | Forza Capital Management, L.L.C. | 10% owner | Gold | BUY | $0.99 | 9,000 | $8,910 | 5,731,716 | +0.2% |
| 2007-09-20 15:46 | 2007-09-19 | CLF | CLEVELAND-CLIFFS INC. | KUMMER RANDY L | Officer; Senior VP-Human Resources | Steel | SALE | $84.41 | 20,000 | $1,688,154 | 32,441 | -38.1% |
| 2007-09-20 21:55 | 2007-09-19 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $56.24 | 45,600 | $2,564,375 | 92,039,590 | 0.0% |
| 2007-09-20 19:10 | 2007-09-19 | DRAM | U.S. GOLD CORP. | DUNCAN JEFFREY H | Officer; Vice President, Manufacturing | Gold | OPT+S | $3.53 | 1,850 | $6,523 | 0 | -100.0% |
| 2007-09-20 02:58 | 2007-09-18 | CE | Celanese Corp | ALDER JAMES | Officer; VP, Operations and Technical | Chemicals | OPT+S | $36.10 | 50,000 | $1,805,000 | 76,941 | -39.4% |
| 2007-09-19 22:25 | 2007-09-18 | CE | Celanese Corp | Townsend Jay | Officer; SVP, Bus. Strat. and Dev. | Chemicals | OPT+S | $36.38 | 8,000 | $291,040 | 80,429 | -9.0% |
| 2007-09-20 01:55 | 2007-09-19 | AVD | AMERICAN VANGUARD CORP | THAU IRVING J | Director | Agricultural Inputs | OPT+S | $17.94 | 5,000 | $89,700 | 10,412 | -32.4% |
| 2007-09-19 22:06 | 2007-09-19 | RSC | REX AMERICAN RESOURCES Corp | BRUGGEMAN DOUGLAS | Officer; CFO; VP-Finance; Treasurer | Chemicals | OPT+S | $22.23 | 400 | $8,892 | 0 | -100.0% |
| 2007-09-19 18:56 | 2007-09-18 | RSC | REX AMERICAN RESOURCES Corp | BRUGGEMAN DOUGLAS | Officer; CFO; VP-Finance; Treasurer | Chemicals | OPT+S | $22.07 | 3,000 | $66,210 | 0 | -100.0% |
| 2007-09-20 00:47 | 2007-09-18 | SXT | SENSIENT TECHNOLOGIES CORP | HOBBS RICHARD F | Officer; VP & CFO | Specialty Chemicals | OPT+S | $26.75 | 10,468 | $279,983 | 87,100 | -10.7% |
| 2007-09-20 00:45 | 2007-09-18 | SXT | SENSIENT TECHNOLOGIES CORP | HOBBS RICHARD F | Officer; VP & CFO | Specialty Chemicals | OPT+S | $26.29 | 4,887 | $128,460 | 87,100 | -5.3% |
| 2007-09-20 00:56 | 2007-09-18 | SXT | SENSIENT TECHNOLOGIES CORP | MANNING KENNETH P | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $26.75 | 26,332 | $704,294 | 345,148 | -7.1% |
| 2007-09-20 00:52 | 2007-09-18 | SXT | SENSIENT TECHNOLOGIES CORP | MANNING KENNETH P | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $26.29 | 12,313 | $323,660 | 345,148 | -3.4% |
| 2007-09-19 23:58 | 2007-09-18 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $56.51 | 50,000 | $2,825,345 | 92,085,190 | -0.1% |
| 2007-09-19 19:44 | 2007-09-17 | KRO | KRONOS WORLDWIDE INC | SIMMONS GLENN R | Director | Specialty Chemicals | BUY | $18.43 | 6,730 | $124,044 | 8,438 | +394.0% |
| 2007-09-19 22:58 | 2007-09-14 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER PAUL | 10% owner | Specialty Chemicals | SALE | $0.23 | 56,000 | $12,880 | 3,711,014 | -1.5% |
| 2007-09-19 15:14 | 2007-09-18 | CLF | CLEVELAND-CLIFFS INC. | RIEDERER RICHARD K | Director | Steel | SALE | $79.09 | 8,000 | $632,731 | 1,964 | -80.3% |
| 2007-09-19 21:15 | 2007-09-17 | DRAM | U.S. GOLD CORP. | DUNCAN JEFFREY H | Officer; Vice President, Manufacturing | Gold | OPT+S | $3.51 | 6,110 | $21,452 | 0 | -100.0% |
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.