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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-08-11 20:10 | 2026-08-07 | CC | Chemours Co | Foley Michael Robert | Officer; See Remarks | Specialty Chemicals | BUY | $15.51 | 1,934 | $30,000 | 0 | +100.0% |
| 2026-08-11 20:10 | 2026-08-07 | CC | Chemours Co | Cowan Alister | Director | Specialty Chemicals | BUY | $15.62 | 13,000 | $203,060 | 56,988 | +29.6% |
| 2026-08-11 13:26 | 2026-08-10 | SMG | SCOTTS MIRACLE-GRO CO | Kingdon Mark D | Director | Agricultural Inputs | SALE | $61.65 | 831 | $51,227 | 10,827 | -7.1% |
| 2026-08-11 01:03 | 2026-08-06 | METC | Ramaco Resources, Inc. | DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 10% owner | Coking Coal | SALE | $9.57 | 500,000 | $4,785,000 | 4,811,360 | -9.4% |
| 2026-08-10 23:58 | 2026-08-07 | AUGO | Aura Minerals Inc. | Dos Santos Cardoso Joao Kleber | Officer; CFO and Corporate Secretary | Gold | SALE | $70.03 | 10,000 | $700,300 | 108,111 | -8.5% |
| 2026-08-10 23:29 | 2026-08-06 | JCTC | JEWETT CAMERON TRADING CO LTD | OREGON COMMUNITY FOUNDATION | 10% owner | Lumber & Wood Production | SALE | $1.85 | 176,006 | $325,611 | 562,528 | -23.8% |
| 2026-08-10 22:56 | 2026-08-06 | SNES | SenesTech, Inc. | GLENBROOK CAPITAL MANAGEMENT | 10% owner | Specialty Chemicals | BUY | $1.30 | 21,490 | $27,866 | 1,079,294 | +2.0% |
| 2026-08-10 22:30 | 2026-07-01 | VALE | Vale S.A. | Viana Madeira Andre | Director | Other Industrial Metals & Mining | BUY | $14.84 | 11 | $163 | 81 | +15.7% |
| 2026-08-10 22:20 | 2026-08-07 | CMT | CORE MOLDING TECHNOLOGIES INC | HELLMOLD RALPH O | Director | Specialty Chemicals | SALE | $25.82 | 4,268 | $110,200 | 33,501 | -11.3% |
| 2026-08-10 21:23 | 2026-08-07 | VMC | Vulcan Materials CO | Clement David P | Officer; Senior Vice President | Building Materials | SALE | $285.10 | 2,000 | $570,200 | 6,716 | -22.9% |
| 2026-08-10 21:03 | 2026-08-07 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Birenkrant Marc | Officer; Controller & CAO | Specialty Chemicals | SALE | $85.00 | 1,000 | $85,000 | 3,446 | -22.5% |
| 2026-08-10 20:30 | 2026-08-06 | CC | Chemours Co | HOSTETTER SHANE | Officer; Chief Financial Officer | Specialty Chemicals | BUY | $14.94 | 3,350 | $50,049 | 102,698 | +3.4% |
| 2026-08-10 20:16 | 2026-08-06 | GGB | GERDAU S.A. | Japur Rafael Dorneles | Other | Steel | SALE | $5.10 | 10,000 | $51,000 | 86,967 | -10.3% |
| 2026-08-07 23:03 | 2026-07-03 | VALE | Vale S.A. | de Souza Funo Elaine Maria | Officer; Accounting Officer | Other Industrial Metals & Mining | BUY | $15.25 | 406 | $6,192 | 32,262 | +1.3% |
| 2026-08-07 21:20 | 2026-08-06 | GEVO | Gevo, Inc. | Bloom Paul D | Director, Officer; CEO | Specialty Chemicals | SALE | $1.55 | 31,096 | $48,068 | 1,452,303 | -2.1% |
| 2026-08-07 21:21 | 2026-08-06 | GEVO | Gevo, Inc. | Agiri Oluwagbemileke Yusuf | Officer; CFO | Specialty Chemicals | SALE | $1.54 | 18,223 | $28,034 | 472,893 | -3.7% |
| 2026-08-07 21:21 | 2026-08-06 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | DeVeau Michael | Officer; EVP, CFO | Specialty Chemicals | SALE | $85.55 | 8,825 | $754,970 | 5,199 | -62.9% |
| 2026-08-07 21:22 | 2026-08-06 | GEVO | Gevo, Inc. | Bowron Kimberly T | Officer; Chief of Staff | Specialty Chemicals | SALE | $1.55 | 10,257 | $15,855 | 686,038 | -1.5% |
| 2026-08-07 21:22 | 2026-08-06 | GEVO | Gevo, Inc. | Gruber Patrick R. | Director | Specialty Chemicals | SALE | $1.51 | 247,642 | $373,816 | 3,323,788 | -6.9% |
| 2026-08-07 20:33 | 2026-08-05 | NEM | NEWMONT Corp /DE/ | Viljoen Natascha | Director, Officer; President & CEO | Gold | SALE | $104.00 | 7,764 | $807,456 | 135,235 | -5.4% |
| 2026-08-07 20:36 | 2026-08-05 | NEM | NEWMONT Corp /DE/ | Tabolt Brian | Officer; Chief Financial Officer | Gold | SALE | $105.09 | 11,445 | $1,202,755 | 29,324 | -28.1% |
| 2026-08-06 20:02 | 2026-08-06 | LODE | Comstock Inc. | DEGASPERIS CORRADO | Director, Officer; CEO | Other Precious Metals & Mining | BUY | $3.04 | 7,250 | $22,052 | 188,750 | +4.0% |
| 2026-08-06 22:29 | 2026-08-05 | JCTC | JEWETT CAMERON TRADING CO LTD | AJB Investment Fund II, LP | 10% owner | Lumber & Wood Production | BUY | $2.77 | 3,562 | $9,880 | 439,372 | +0.8% |
| 2026-08-06 21:24 | 2026-08-05 | BCC | BOISE CASCADE Co | MATULA KRISTOPHER J | Director | Lumber & Wood Production | SALE | $84.58 | 1,930 | $163,239 | 13,982 | -12.1% |
| 2026-08-06 20:46 | 2026-08-05 | SXT | SENSIENT TECHNOLOGIES CORP | Ferruzzi Mario | Director | Specialty Chemicals | SALE | $129.48 | 1,200 | $155,372 | 7,352 | -14.0% |
| 2026-08-06 20:30 | - | CITR | CitroTech Inc. | Conboy Stephen | Other | Specialty Chemicals | SALE | $3.00 | 275,001 | $825,003 | 2,060,557 | -11.8% |
| 2026-08-06 20:14 | 2026-08-04 | KWR | QUAKER CHEMICAL CORP | Osborne William H | Director | Specialty Chemicals | SALE | $168.31 | 600 | $100,986 | 616 | -49.3% |
| 2026-08-06 20:06 | 2026-08-04 | EMN | EASTMAN CHEMICAL CO | Holt Adrian James | Officer; SVP, Chf HR Ofcr | Specialty Chemicals | SALE | $71.31 | 3,283 | $234,111 | 0 | -100.0% |
| 2026-08-05 22:15 | 2026-08-03 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | Director, 10% owner | Agricultural Inputs | SALE | $67.45 | 30,000 | $2,023,593 | 13,137,641 | -0.2% |
| 2026-08-05 21:32 | 2026-08-05 | FCX | FREEPORT-MCMORAN INC | Higgins Stephen T. | Officer; EVP & CAO | Copper | SALE | $69.50 | 14,277 | $992,252 | 54,618 | -20.7% |
| 2026-08-05 21:32 | 2026-08-05 | FCX | FREEPORT-MCMORAN INC | Mikes Ellie L. | Officer; Chief Accounting Officer | Copper | SALE | $70.00 | 4,773 | $334,110 | 36,000 | -11.7% |
| 2026-08-05 21:22 | 2026-08-04 | NWPX | NWPX Infrastructure, Inc. | MONTROSS SCOTT J | Officer; President & CEO | Steel | SALE | $128.62 | 2,500 | $321,547 | 78,629 | -3.1% |
| 2026-08-05 21:03 | 2026-08-04 | SSD | Simpson Manufacturing Co., Inc. | ANDRASICK JAMES S | Director | Lumber & Wood Production | SALE | $195.62 | 800 | $156,496 | 61 | -92.9% |
| 2026-08-05 20:44 | 2026-08-05 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $199.15 | 200 | $39,830 | 1,703 | -10.5% |
| 2026-08-05 20:31 | 2026-08-04 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $195.00 | 100 | $19,500 | 1,903 | -5.0% |
| 2026-08-05 20:32 | 2026-08-03 | NEM | NEWMONT Corp /DE/ | Toth Peter | Officer; EVP, Chief Sustain & Dev Off | Gold | SALE | $93.45 | 3,000 | $280,350 | 40,315 | -6.9% |
| 2026-08-05 14:58 | 2026-08-03 | NUE | NUCOR CORP | Batterbee Thomas J. | Officer; Executive Vice President | Steel | SALE | $261.02 | 4,000 | $1,044,062 | 16,138 | -19.9% |
| 2026-08-04 21:14 | 2026-08-03 | NGVT | Ingevity Corp | Fisher Ryan C. | Officer; SVP, Gen. Counsel & Secretary | Specialty Chemicals | SALE | $73.72 | 2,709 | $199,698 | 15,722 | -14.7% |
| 2026-08-04 12:16 | 2026-07-31 | RS | RELIANCE, INC. | Ajemyan Arthur | Officer; SVP, CFO | Steel | SALE | $410.11 | 2,200 | $902,242 | 14,640 | -13.1% |
| 2026-08-03 20:14 | 2026-07-31 | EXP | EAGLE MATERIALS INC | Carter Margot Lebenberg | Director | Building Materials | SALE | $204.87 | 5,215 | $1,068,398 | 6,757 | -43.6% |
| 2026-08-03 23:25 | 2026-08-03 | CSTM | CONSTELLIUM SE | Deslarzes Jean-Christophe | Director | Aluminum | BUY | $27.24 | 1,490 | $40,588 | 43,515 | +3.5% |
| 2026-08-03 21:41 | 2026-07-30 | FCX | FREEPORT-MCMORAN INC | Higgins Stephen T. | Officer; EVP & CAO | Copper | SALE | $63.00 | 7,550 | $475,650 | 68,895 | -9.9% |
| 2026-08-03 20:22 | 2026-08-03 | HUN | Huntsman CORP | Huntsman Peter R | Director, Officer; Chairman, President & CEO | Chemicals | BUY | $9.81 | 100,000 | $981,000 | 7,256,341 | +1.4% |
| 2026-08-03 18:23 | 2026-07-30 | NUE | NUCOR CORP | Laxton Stephen D | Officer; President and COO | Steel | SALE | $256.96 | 3,968 | $1,019,617 | 77,867 | -4.8% |
| 2026-07-31 20:46 | 2026-07-30 | ECL | ECOLAB INC. | Kirkland Scott D | Officer; CHIEF FINANCIAL OFFICER | Specialty Chemicals | OPT+S | $276.96 | 3,357 | $929,755 | 17,524 | -16.1% |
| 2026-07-31 20:30 | 2026-07-29 | LOOP | Loop Industries, Inc. | GEYGAN JEFFREY RICHART | Director | Specialty Chemicals | BUY | $0.75 | 69,505 | $51,983 | 3,301,474 | +2.2% |
| 2026-07-31 20:34 | 2026-07-29 | NTIC | NORTHERN TECHNOLOGIES INTERNATIONAL CORP | LYNCH G PATRICK | Director, Officer, 10% owner; President and CEO | Specialty Chemicals | OPT+S | $8.00 | 16,072 | $128,523 | 105,284 | -13.2% |
| 2026-07-31 20:16 | 2026-07-29 | HDSN | HUDSON TECHNOLOGIES INC /NY | Hartree Partners, LP | 10% owner | Specialty Chemicals | BUY | $5.99 | 52,104 | $312,103 | 5,094,190 | +1.0% |
| 2026-07-31 14:52 | 2026-07-29 | JCTC | JEWETT CAMERON TRADING CO LTD | AJB Investment Fund II, LP | 10% owner | Lumber & Wood Production | BUY | $2.58 | 5,278 | $13,628 | 435,810 | +1.2% |
| 2026-07-31 12:39 | 2026-07-30 | SMG | SCOTTS MIRACLE-GRO CO | Johnson Stephen L | Director | Agricultural Inputs | SALE | $68.32 | 1,171 | $80,000 | 30,179 | -3.7% |
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.