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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-05-13 23:15 | 2024-05-10 | BCPC | BALCHEM CORP | Sestrick Michael Robert | Officer; SVP & Chief Technology Officer | Specialty Chemicals | SALE | $154.45 | 1,929 | $297,935 | 4,878 | -28.3% |
| 2024-05-14 00:45 | 2024-05-13 | FCX | FREEPORT-MCMORAN INC | Higgins Stephen T. | Officer; Senior VP & CAO | Copper | OPT+S | $52.03 | 80,000 | $4,162,512 | 104,377 | -43.4% |
| 2024-05-13 23:42 | 2024-05-09 | CTVA | Corteva, Inc. | Eathington Samuel R | Officer; See Remarks | Agricultural Inputs | OPT+S | $57.64 | 31,686 | $1,826,381 | 53,854 | -37.0% |
| 2024-05-14 00:00 | 2024-05-10 | CBT | CABOT CORP | Kalita Karen A | Officer; SVP and General Counsel | Specialty Chemicals | OPT+S | $101.73 | 13,764 | $1,400,212 | 34,312 | -28.6% |
| 2024-05-13 22:38 | 2024-05-10 | SXC | SunCoke Energy, Inc. | Mikhalevsky Andrei Alexander | Director | Coking Coal | BUY | $10.38 | 2,000 | $20,760 | 2,000 | +100.0% |
| 2024-05-14 01:20 | 2024-05-10 | RS | RELIANCE, INC. | HOFFMAN JAMES DONALD | Director | Steel | SALE | $294.36 | 5,000 | $1,471,797 | 34,042 | -12.8% |
| 2024-05-13 23:53 | 2024-05-13 | BCC | BOISE CASCADE Co | Twedt Jill | Officer; SVP General Counsel & Corp Sec | Lumber & Wood Production | SALE | $135.00 | 1,852 | $250,020 | 37,437 | -4.7% |
| 2024-05-13 23:50 | 2024-05-09 | BCC | BOISE CASCADE Co | Strom Jeffrey Robert | Officer; EVP, BMD | Lumber & Wood Production | SALE | $135.00 | 2,500 | $337,500 | 43,353 | -5.5% |
| 2024-05-13 18:24 | 2024-05-09 | WLK | WESTLAKE CORP | Buesinger Robert F. | Officer; EVP, HIP, IT & Digital | Specialty Chemicals | SALE | $158.50 | 3,500 | $554,750 | 17,644 | -16.6% |
| 2024-05-13 23:09 | 2024-05-13 | LODE | Comstock Inc. | BOBBILI RAHUL | Officer; Chief Engineering Officer | Other Precious Metals & Mining | BUY | $0.26 | 25,000 | $6,403 | 1,050,000 | +2.4% |
| 2024-05-10 23:18 | 2024-05-09 | DD | DuPont de Nemours, Inc. | Goss Michael G. | Officer; Controller | Specialty Chemicals | SALE | $78.33 | 1,339 | $104,884 | 14,012 | -8.7% |
| 2024-05-11 02:00 | 2024-05-10 | MTUS | Metallus Inc. | WESTBROOKS KRISTOPHER R | Officer; EVP, Chief Financial Officer | Steel | OPT+S | $23.02 | 10,922 | $251,440 | 183,552 | -5.6% |
| 2024-05-11 02:00 | 2024-05-10 | MTUS | Metallus Inc. | Raketich Kevin A | Officer; EVP, Chief Commercial Officer | Steel | SALE | $23.00 | 2,000 | $46,000 | 84,551 | -2.3% |
| 2024-05-11 02:00 | 2024-05-10 | MTUS | Metallus Inc. | Williams Michael S | Director, Officer; President & CEO | Steel | SALE | $23.07 | 6,633 | $152,992 | 687,406 | -1.0% |
| 2024-05-10 14:29 | 2024-05-08 | WLKP | Westlake Chemical Partners LP | Kenner Andrew | Officer; SVP, Olefin Material & Corp Pr | Chemicals | BUY | $22.10 | 10,000 | $221,000 | 160,839 | +6.6% |
| 2024-05-10 23:15 | 2024-05-08 | BCPC | BALCHEM CORP | Fischer David B | Director | Specialty Chemicals | SALE | $152.98 | 5,000 | $764,902 | 9,009 | -35.7% |
| 2024-05-10 19:41 | 2024-05-09 | LODE | Comstock Inc. | MCCARTHY WILLIAM JOSEPH | Officer; Chief Operating Officer | Other Precious Metals & Mining | BUY | $0.26 | 15,000 | $3,854 | 1,542,000 | +1.0% |
| 2024-05-11 00:45 | 2024-05-09 | WDFC | WD 40 CO | HYZER SARA KATHLEEN | Officer; VP, Finance & CFO | Specialty Chemicals | BUY | $232.83 | 213 | $49,593 | 2,676 | +8.6% |
| 2024-05-09 23:22 | 2024-05-08 | PPG | PPG INDUSTRIES INC | KNAVISH TIMOTHY M | Director, Officer; Chairman and CEO | Specialty Chemicals | BUY | $133.24 | 2,061 | $274,615 | 35,833 | +6.1% |
| 2024-05-09 23:20 | 2024-05-08 | UFPI | UFP INDUSTRIES INC | MERINO BRUCE A | Director | Lumber & Wood Production | SALE | $117.88 | 16,472 | $1,941,685 | 7,107 | -69.9% |
| 2024-05-10 01:55 | 2024-05-07 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | Director, 10% owner | Agricultural Inputs | SALE | $68.02 | 83,644 | $5,689,674 | 13,693,368 | -0.6% |
| 2024-05-08 23:44 | 2024-05-06 | CTVA | Corteva, Inc. | TITUS BRIAN | Officer; See Remarks | Agricultural Inputs | OPT+S | $56.65 | 12,134 | $687,339 | 13,495 | -47.3% |
| 2024-05-09 00:06 | 2024-05-07 | CDE | Coeur Mining, Inc. | Edwards Sebastian | Director | Gold | SALE | $5.08 | 20,000 | $101,600 | 103,100 | -16.2% |
| 2024-05-08 23:39 | 2024-05-07 | EMN | EASTMAN CHEMICAL CO | Costa Mark J | Director, Officer; CEO & Board Chair | Specialty Chemicals | OPT+S | $100.78 | 102,390 | $10,318,864 | 395,699 | -20.6% |
| 2024-05-08 23:49 | 2024-05-06 | ECL | ECOLAB INC. | HIGGINS ARTHUR J | Director | Specialty Chemicals | OPT+S | $227.52 | 4,500 | $1,023,854 | 25,548 | -15.0% |
| 2024-05-08 23:08 | 2024-05-07 | LODE | Comstock Inc. | BOBBILI RAHUL | Officer; Chief Engineering Officer | Other Precious Metals & Mining | BUY | $0.25 | 25,000 | $6,268 | 1,025,000 | +2.5% |
| 2024-05-07 23:17 | 2024-05-06 | K | KELLANOVA | AMAYA NICOLAS | Officer; Senior Vice President | Gold | SALE | $60.05 | 9,800 | $588,506 | 26,191 | -27.2% |
| 2024-05-07 23:18 | 2024-05-06 | DD | DuPont de Nemours, Inc. | Weaver Leland | Officer; President, Water & Protection | Specialty Chemicals | SALE | $78.40 | 18,500 | $1,450,400 | 24,476 | -43.0% |
| 2024-05-07 23:34 | 2024-05-03 | ECL | ECOLAB INC. | MacLennan David | Director | Specialty Chemicals | BUY | $227.37 | 650 | $147,788 | 17,111 | +3.9% |
| 2024-05-07 23:49 | 2024-05-03 | RS | RELIANCE, INC. | HOFFMAN JAMES DONALD | Director | Steel | SALE | $291.40 | 10,000 | $2,914,019 | 39,042 | -20.4% |
| 2024-05-08 00:56 | 2024-05-06 | FCX | FREEPORT-MCMORAN INC | ADKERSON RICHARD C | Director, Officer; Chairman of the Board & CEO | Copper | SALE | $50.78 | 54,771 | $2,781,118 | 3,652,478 | -1.5% |
| 2024-05-08 00:02 | 2024-05-07 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $60.92 | 77,800 | $4,739,817 | 51,764,438 | -0.2% |
| 2024-05-08 01:33 | 2024-05-06 | IDR | Idaho Strategic Resources, Inc. | Swallow John | Director, Officer, 10% owner; President & CEO | Gold | SALE | $8.44 | 172,914 | $1,459,723 | 1,171,319 | -12.9% |
| 2024-05-06 23:35 | 2024-05-03 | CDE | Coeur Mining, Inc. | Watkinson Kenneth J | Officer; VP, Corporate Controller & CAO | Gold | SALE | $4.86 | 44,000 | $213,620 | 140,719 | -23.8% |
| 2024-05-06 16:21 | 2024-05-03 | WLK | WESTLAKE CORP | Bender Mark Steven | Officer; EVP & CFO | Specialty Chemicals | SALE | $152.19 | 4,950 | $753,341 | 40,356 | -10.9% |
| 2024-05-04 00:28 | 2024-05-01 | FCX | FREEPORT-MCMORAN INC | Mikes Ellie L. | Officer; Chief Accounting Officer | Copper | OPT+S | $50.97 | 4,333 | $220,858 | 43,572 | -9.0% |
| 2024-05-04 00:30 | 2024-05-01 | FCX | FREEPORT-MCMORAN INC | Higgins Stephen T. | Officer; Senior VP & CAO | Copper | OPT+S | $50.72 | 86,667 | $4,395,594 | 104,377 | -45.4% |
| 2024-05-03 23:53 | 2024-05-01 | ASIX | AdvanSix Inc. | Kintiroglou Achilles B. | Officer; SVP, General Counsel | Chemicals | SALE | $25.23 | 3,661 | $92,367 | 35,335 | -9.4% |
| 2024-05-03 17:17 | 2023-12-07 | RYES | Rise Gold Corp. | Oliver Daniel Jr | Director, 10% owner | Gold | BUY | $0.18 | 280,000 | $50,400 | 4,472,849 | +6.7% |
| 2024-05-02 23:15 | 2024-04-30 | LXU | LSB INDUSTRIES, INC. | Burns John | Officer; EVP - Manufacturing | Chemicals | SALE | $9.25 | 33,243 | $307,498 | 131,286 | -20.2% |
| 2024-05-03 02:50 | 2024-04-30 | RS | RELIANCE, INC. | HOFFMAN JAMES DONALD | Director | Steel | SALE | $289.81 | 5,000 | $1,449,067 | 49,042 | -9.3% |
| 2024-05-02 00:59 | 2024-04-30 | SXT | SENSIENT TECHNOLOGIES CORP | Morris Steven B | Officer; President, Flavors Group | Specialty Chemicals | SALE | $72.97 | 400 | $29,187 | 4,082 | -8.9% |
| 2024-05-01 15:50 | - | ASPI | ASP Isotopes Inc. | Ryan Robert John Andrew | Director | Chemicals | BUY | $3.38 | 20,547 | $69,541 | 572,102 | +3.7% |
| 2024-05-02 00:36 | 2024-04-29 | FCX | FREEPORT-MCMORAN INC | Currault Douglas N. II | Officer; Senior VP & General Counsel | Copper | OPT+S | $51.99 | 55,000 | $2,859,368 | 164,067 | -25.1% |
| 2024-05-01 17:37 | 2024-05-01 | CLF | CLEVELAND-CLIFFS INC. | Bloom Ron A. | Director | Steel | BUY | $17.00 | 25,000 | $424,875 | 59,900 | +71.6% |
| 2024-05-02 04:58 | 2024-04-29 | RYES | Rise Gold Corp. | Oliver Daniel Jr | Director, 10% owner | Gold | BUY | $0.10 | 2,285,263 | $217,100 | 2,105,263 | +100.0% |
| 2024-05-01 18:05 | 2024-04-29 | RYES | Rise Gold Corp. | Lepard Lawrence Ward | Director, 10% owner | Gold | BUY | $0.10 | 210,530 | $20,000 | 977,405 | +27.5% |
| 2024-05-02 04:44 | 2024-04-09 | RYES | Rise Gold Corp. | Oliver Daniel Jr | Director, 10% owner | Gold | BUY | $0.10 | 2,700,000 | $256,500 | 7,172,849 | +60.4% |
| 2024-05-01 22:49 | 2024-05-01 | CLF | CLEVELAND-CLIFFS INC. | GONCALVES LOURENCO | Director, Officer; Chairman, President & CEO | Steel | BUY | $16.76 | 60,000 | $1,005,666 | 2,759,089 | +2.2% |
| 2024-05-02 00:36 | 2024-04-30 | FCX | FREEPORT-MCMORAN INC | ADKERSON RICHARD C | Director, Officer; Chairman of the Board & CEO | Copper | OPT+S | $50.56 | 169,229 | $8,557,014 | 3,707,249 | -4.4% |
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.