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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007-02-09 21:25 | 2007-02-08 | NEU | NEWMARKET CORP | GOTTWALD BRUCE C | Director | Specialty Chemicals | BUY | $49.93 | 40,300 | $2,012,191 | 1,780,335 | +2.3% |
| 2007-02-09 21:25 | 2007-02-08 | NEU | NEWMARKET CORP | GOTTWALD BRUCE C | Director | Specialty Chemicals | BUY | $49.58 | 16,300 | $808,149 | 1,740,035 | +0.9% |
| 2007-02-09 21:25 | 2007-02-08 | NEU | NEWMARKET CORP | GOTTWALD BRUCE C | Director | Specialty Chemicals | BUY | $49.26 | 25,300 | $1,246,394 | 1,723,735 | +1.5% |
| 2007-02-09 21:24 | 2007-02-08 | NEU | NEWMARKET CORP | GOTTWALD BRUCE C | Director | Specialty Chemicals | BUY | $48.91 | 8,100 | $396,199 | 1,698,435 | +0.5% |
| 2007-02-09 21:24 | 2007-02-07 | NEU | NEWMARKET CORP | GOTTWALD BRUCE C | Director | Specialty Chemicals | BUY | $49.22 | 18,267 | $899,144 | 1,690,335 | +1.1% |
| 2007-02-09 21:24 | 2007-02-07 | NEU | NEWMARKET CORP | GOTTWALD BRUCE C | Director | Specialty Chemicals | BUY | $48.79 | 52,233 | $2,548,631 | 1,672,068 | +3.2% |
| 2007-02-09 21:24 | 2007-02-07 | NEU | NEWMARKET CORP | GOTTWALD BRUCE C | Director | Specialty Chemicals | BUY | $48.23 | 29,400 | $1,417,818 | 1,619,835 | +1.8% |
| 2007-02-09 21:23 | 2007-02-07 | NEU | NEWMARKET CORP | GOTTWALD BRUCE C | Director | Specialty Chemicals | BUY | $47.30 | 10,100 | $477,726 | 1,590,435 | +0.6% |
| 2007-02-10 00:07 | 2007-02-09 | APD | Air Products and Chemicals Inc. | MCGLADE JOHN E | Officer; president & COO | Specialty Chemicals | OPT+S | $75.06 | 5,000 | $375,300 | 43,233 | -10.4% |
| 2007-02-09 22:39 | 2007-02-08 | RSC | REX AMERICAN RESOURCES Corp | FISHER LEE | Other | Chemicals | OPT+S | $17.51 | 1,500 | $26,270 | 0 | -100.0% |
| 2007-02-09 17:47 | 2007-02-07 | RSC | REX AMERICAN RESOURCES Corp | FISHER LEE | Other | Chemicals | OPT+S | $17.50 | 2,900 | $50,761 | 0 | -100.0% |
| 2007-02-09 00:32 | 2007-02-07 | FCX | FREEPORT-MCMORAN INC | JOHNSON MARK J | Officer; SVP, COO | Copper | OPT+S | $55.17 | 22,000 | $1,213,821 | 14,361 | -60.5% |
| 2007-02-07 23:37 | 2007-02-06 | MOS | MOSAIC CO | THOMPSON JAMES T | Officer; Executive Vice President | Agricultural Inputs | BUY | $20.59 | 10,000 | $205,940 | 17,500 | +133.3% |
| 2007-02-07 22:08 | 2007-02-06 | NEU | NEWMARKET CORP | HANLEY PATRICK D | Director | Specialty Chemicals | BUY | $46.05 | 1,000 | $46,050 | 1,439 | +227.8% |
| 2007-02-07 22:14 | 2007-02-06 | RSC | REX AMERICAN RESOURCES Corp | FISHER LEE | Other | Chemicals | OPT+S | $17.50 | 2,500 | $43,750 | 0 | -100.0% |
| 2007-02-07 22:57 | 2007-02-05 | BCP | BALCHEM CORP | ROSSI DINO A | Officer; President and CEO | Specialty Chemicals | OPT+S | $14.65 | 14,575 | $213,527 | 46,437 | -23.9% |
| 2007-02-07 23:27 | 2007-02-05 | LXU | LSB INDUSTRIES, INC. | GOLSEN SYLVIA H | 10% owner | Chemicals | SALE | $15.00 | 5,000 | $75,000 | 113,529 | -4.2% |
| 2007-02-07 23:26 | 2007-02-05 | LXU | LSB INDUSTRIES, INC. | GOLSEN JACK E | Director, Officer, 10% owner; Chairman of the Board and CEO | Chemicals | SALE | $15.00 | 5,000 | $75,000 | 88,529 | -5.3% |
| 2007-02-06 22:40 | 2007-02-02 | KOP | Koppers Holdings Inc. | McCurrie Brian H | Officer; VP and Chief Financial Officer | Specialty Chemicals | SALE | $25.00 | 15,000 | $375,000 | 68,018 | -18.1% |
| 2007-02-06 22:40 | 2007-02-02 | KOP | Koppers Holdings Inc. | Lacy Steven R | Officer; Sr. VP, Admin., GC & Sec | Specialty Chemicals | SALE | $24.70 | 7,500 | $185,250 | 76,771 | -8.9% |
| 2007-02-05 23:38 | 2007-02-02 | SHW | SHERWIN WILLIAMS CO | MIXON AARON MALACHI III | Director | Specialty Chemicals | OPT+S | $68.57 | 818 | $56,089 | 25,682 | -3.1% |
| 2007-02-06 00:59 | 2007-02-01 | KOP | Koppers Holdings Inc. | Hillenbrand David M | Director | Specialty Chemicals | SALE | $25.25 | 20,000 | $505,074 | 19,598 | -50.5% |
| 2007-02-06 00:59 | 2007-02-01 | KOP | Koppers Holdings Inc. | Fitzgerald Kevin J | Officer; Senior VP, Global CM&C | Specialty Chemicals | SALE | $25.24 | 9,000 | $227,139 | 92,745 | -8.8% |
| 2007-02-06 01:45 | 2007-02-01 | BCP | BALCHEM CORP | ROSSI DINO A | Officer; President and CEO | Specialty Chemicals | OPT+S | $15.16 | 14,000 | $212,170 | 46,437 | -23.2% |
| 2007-02-05 23:36 | 2007-02-02 | SHW | SHERWIN WILLIAMS CO | SEITZ THOMAS W | Officer; President, Consumer Group | Specialty Chemicals | OPT+S | $68.59 | 15,000 | $1,028,906 | 82,636 | -15.4% |
| 2007-02-05 23:41 | 2007-02-05 | APD | Air Products and Chemicals Inc. | HAGENLOCKER EDWARD E | Director | Specialty Chemicals | OPT+S | $75.10 | 2,000 | $150,200 | 0 | -100.0% |
| 2007-02-05 19:38 | 2007-02-01 | AVD | AMERICAN VANGUARD CORP | WINTEMUTE GLENN A | Director | Agricultural Inputs | SALE | $16.54 | 34,000 | $562,360 | 2,022,586 | -1.7% |
| 2007-02-05 22:40 | 2007-02-02 | RPM | RPM INTERNATIONAL INC/DE/ | PAPENBROCK WILLIAM A | Director | Specialty Chemicals | SALE | $23.04 | 1,716 | $39,534 | 25,442 | -6.3% |
| 2007-02-02 17:44 | 2007-02-01 | APD | Air Products and Chemicals Inc. | Sherman Scott A | Officer; V. P. and G.M. | Specialty Chemicals | OPT+S | $74.45 | 7,600 | $565,820 | 26,440 | -22.3% |
| 2007-02-03 00:47 | 2007-01-31 | KALU | KAISER ALUMINUM CORP | VEBA for Retirees of Kaiser Aluminum | 10% owner | Aluminum | SALE | $58.19 | 3,337,235 | $194,185,362 | 5,472,665 | -37.9% |
| 2007-02-02 19:16 | 2007-01-23 | XPL | SOLITARIO RESOURCES CORP. | HARRIS LEONARD | Director | Other Industrial Metals & Mining | SALE | $3.83 | 4,600 | $17,611 | 19,000 | -19.5% |
| 2007-02-03 00:03 | 2007-01-31 | PPG | PPG INDUSTRIES INC | HERNANDEZ WILLIAM H | Officer; Sr. Vice Pres., Finance, & CFO | Specialty Chemicals | OPT+S | $66.34 | 18,730 | $1,242,524 | 60,420 | -23.7% |
| 2007-02-01 18:47 | 2007-01-31 | APD | Air Products and Chemicals Inc. | Hilton Michael F | Officer; V.P. and G.M. | Specialty Chemicals | OPT+S | $74.86 | 5,000 | $374,300 | 9,365 | -34.8% |
| 2007-02-01 18:14 | 2007-01-31 | APD | Air Products and Chemicals Inc. | Dixon Robert D | Officer; V.P. and G.M. Merchant Gases | Specialty Chemicals | OPT+S | $74.39 | 2,500 | $185,975 | 10,456 | -19.3% |
| 2007-02-01 22:24 | 2007-01-30 | CBT | CABOT CORP | Kelly James Patrick | Officer; Controller | Specialty Chemicals | SALE | $43.45 | 1,000 | $43,453 | 22,623 | -4.2% |
| 2007-02-01 18:30 | 2007-01-31 | APD | Air Products and Chemicals Inc. | BROWN W DOUGLAS | Officer; V.P., General Counsel & Sec. | Specialty Chemicals | OPT+S | $74.15 | 80,000 | $5,932,000 | 36,957 | -68.4% |
| 2007-02-01 17:41 | 2007-01-31 | APD | Air Products and Chemicals Inc. | JONES JOHN P III | Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $74.01 | 40,000 | $2,960,400 | 221,466 | -15.3% |
| 2007-02-01 19:42 | 2007-01-31 | SHW | SHERWIN WILLIAMS CO | STELLATO LOUIS E | Officer; VP, General Counsel and Secy | Specialty Chemicals | OPT+S | $68.25 | 22,000 | $1,501,500 | 36,476 | -37.6% |
| 2007-02-01 17:44 | 2007-01-30 | SHW | SHERWIN WILLIAMS CO | MORIKIS JOHN G | Officer; President & COO | Specialty Chemicals | OPT+S | $67.44 | 30,000 | $2,023,269 | 109,324 | -21.5% |
| 2007-02-01 17:44 | 2007-01-30 | SHW | SHERWIN WILLIAMS CO | HENNESSY SEAN P | Officer; Sr. VP-Finance and CFO | Specialty Chemicals | OPT+S | $67.62 | 56,067 | $3,791,032 | 91,750 | -37.9% |
| 2007-01-31 20:36 | 2007-01-30 | FUL | FULLER H B CO | FEENAN JOHN A | Officer; Sr. VP, CFO | Specialty Chemicals | OPT+S | $25.05 | 19,539 | $489,513 | 37,893 | -34.0% |
| 2007-01-31 17:40 | 2007-01-30 | APD | Air Products and Chemicals Inc. | JONES JOHN P III | Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $73.25 | 10,000 | $732,500 | 221,466 | -4.3% |
| 2007-02-01 01:47 | 2007-01-30 | KALU | KAISER ALUMINUM CORP | OSBORNE ALFRED E JR | Director | Aluminum | BUY | $65.19 | 500 | $32,595 | 500 | +100.0% |
| 2007-01-30 21:17 | 2007-01-29 | FUL | FULLER H B CO | FEENAN JOHN A | Officer; Sr. VP, CFO | Specialty Chemicals | OPT+S | $24.59 | 38,700 | $951,796 | 37,893 | -50.5% |
| 2007-01-30 21:14 | 2007-01-29 | FUL | FULLER H B CO | FEENAN JOHN A | Officer; Sr. VP, CFO | Specialty Chemicals | OPT+S | $24.59 | 37,500 | $922,088 | 37,893 | -49.7% |
| 2007-01-31 01:05 | 2007-01-29 | APD | Air Products and Chemicals Inc. | JONES JOHN P III | Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $73.69 | 10,000 | $736,900 | 221,466 | -4.3% |
| 2007-01-31 00:08 | 2007-01-29 | CLF | CLEVELAND-CLIFFS INC. | CALFEE WILLIAM R | Officer; Exec. V.P. Comm. N.Amer. Iron | Steel | SALE | $52.87 | 750 | $39,651 | 44,360 | -1.7% |
| 2007-01-30 23:41 | 2007-01-26 | STLD | STEEL DYNAMICS INC | NOLAN JOHN W | Officer; Vice President | Steel | OPT+S | $37.65 | 10,000 | $376,500 | 39,934 | -20.0% |
| 2007-01-29 19:44 | 2007-01-26 | RSC | REX AMERICAN RESOURCES Corp | FISHER LEE | Other | Chemicals | OPT+S | $18.00 | 1,391 | $25,038 | 0 | -100.0% |
| 2007-01-29 23:28 | 2007-01-29 | APD | Air Products and Chemicals Inc. | JONES JOHN P III | Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $73.18 | 20,000 | $1,463,600 | 221,466 | -8.3% |
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.