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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-04-02 01:00 | 2024-04-01 | ASIX | AdvanSix Inc. | Kintiroglou Achilles B. | Officer; SVP, General Counsel | Chemicals | SALE | $27.69 | 4,000 | $110,766 | 38,996 | -9.3% |
| 2024-04-02 00:57 | 2024-03-28 | ASIX | AdvanSix Inc. | Kane Erin N | Director, Officer; Chief Executive Officer | Chemicals | SALE | $28.23 | 6,385 | $180,224 | 556,370 | -1.1% |
| 2024-04-01 23:07 | 2024-03-28 | PPTA | PERPETUA RESOURCES CORP. | Haslam Alan Douglas | Officer; See remarks (2) | Other Precious Metals & Mining | SALE | $4.15 | 7,325 | $30,399 | 65,571 | -10.0% |
| 2024-04-01 23:05 | 2024-03-28 | PPTA | PERPETUA RESOURCES CORP. | Lyon Mckinsey Margaret | Officer; (See remarks (2)) | Other Precious Metals & Mining | SALE | $4.15 | 7,818 | $32,445 | 22,843 | -25.5% |
| 2024-04-01 23:08 | 2024-03-28 | PPTA | PERPETUA RESOURCES CORP. | Bogert L Michael | Officer; (See remarks (2)) | Other Precious Metals & Mining | SALE | $4.15 | 8,270 | $34,321 | 25,479 | -24.5% |
| 2024-04-01 13:28 | 2024-03-28 | WLKP | Westlake Chemical Partners LP | Kenner Andrew | Officer; SVP, Olefin Material & Corp Pr | Chemicals | BUY | $22.23 | 5,000 | $111,150 | 150,839 | +3.4% |
| 2024-03-29 17:01 | 2024-03-27 | CMC | COMMERCIAL METALS Co | Smith Barbara | Director, Officer; Executive Chairman | Steel | SALE | $57.88 | 35,704 | $2,066,548 | 36,196 | -49.7% |
| 2024-03-29 01:33 | 2024-03-28 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $57.34 | 77,800 | $4,461,029 | 52,153,438 | -0.1% |
| 2024-03-28 22:08 | 2024-03-28 | BMXI | BROOKMOUNT EXPLORATIONS INC | PITTMAN JEFFREY STEPHEN | Director | Gold | BUY | $0.03 | 800,000 | $25,360 | 963,118 | +490.4% |
| 2024-03-28 03:00 | 2024-03-27 | MTUS | Metallus Inc. | Williams Michael S | Director, Officer; President & CEO | Steel | SALE | $22.02 | 28,907 | $636,610 | 694,039 | -4.0% |
| 2024-03-28 03:00 | 2024-03-27 | MTUS | Metallus Inc. | SYRVALIN KRISTINE C | Officer; EVP General Counsel | Steel | SALE | $22.00 | 4,503 | $99,066 | 85,355 | -5.0% |
| 2024-03-26 23:02 | 2024-03-22 | ECVT | Ecovyst Inc. | Ward Susan F | Director | Specialty Chemicals | SALE | $10.28 | 24,436 | $251,307 | 67,587 | -26.6% |
| 2024-03-26 15:34 | 2024-03-22 | NUE | NUCOR CORP | Utermark D. Chad | Officer; Executive Vice President | Steel | OPT+S | $195.33 | 33,068 | $6,459,043 | 206,078 | -13.8% |
| 2024-03-27 00:02 | 2024-03-22 | CTGO | Contango ORE, Inc. | Shortz Richard | Director | Gold | SALE | $20.64 | 3,635 | $75,026 | 99,947 | -3.5% |
| 2024-03-26 18:56 | 2024-03-22 | MTX | MINERALS TECHNOLOGIES INC | MONAGLE DJ III | Officer; Group President | Specialty Chemicals | OPT+S | $74.12 | 1,180 | $87,459 | 81,031 | -1.4% |
| 2024-03-26 21:00 | 2024-03-22 | LBSR | LIBERTY STAR URANIUM & METALS CORP. | Hemmerly Nicholas H. | Director | Other Industrial Metals & Mining | SALE | $0.42 | 70,002 | $29,156 | 0 | -100.0% |
| 2024-03-25 18:18 | 2024-03-21 | NUE | NUCOR CORP | Jellison Douglas J | Officer; Executive Vice President | Steel | SALE | $193.41 | 19,506 | $3,772,634 | 120,738 | -13.9% |
| 2024-03-25 18:16 | 2024-03-21 | NUE | NUCOR CORP | Keller Michael D | Officer; Vice Pres. and Corp. Contro | Steel | SALE | $193.67 | 3,145 | $609,091 | 24,873 | -11.2% |
| 2024-03-25 17:17 | 2024-03-21 | WLKP | Westlake Chemical Partners LP | Kenner Andrew | Officer; SVP, Olefin Material & Corp Pr | Chemicals | BUY | $22.16 | 4,230 | $93,737 | 145,839 | +3.0% |
| 2024-03-26 00:58 | 2024-03-22 | IPI | Intrepid Potash, Inc. | Jornayvaz Robert P III | Director, Officer, 10% owner; Executive Chairman & CEO | Agricultural Inputs | SALE | $18.75 | 15,923 | $298,556 | 1,474,513 | -1.1% |
| 2024-03-23 04:33 | 2023-09-28 | TMC | TMC the metals Co Inc. | Stone Gregory | Officer; Chief Ocean Scientist | Other Industrial Metals & Mining | SALE | $1.10 | 64,489 | $70,977 | 320,876 | -16.7% |
| 2024-03-23 04:33 | 2024-03-22 | TMC | TMC the metals Co Inc. | Shesky Craig | Officer; Chief Financial Officer | Other Industrial Metals & Mining | OPT+S | $1.61 | 233,424 | $375,509 | 947,242 | -19.8% |
| 2024-03-22 23:38 | 2024-03-20 | SSD | Simpson Manufacturing Co., Inc. | Dankel Roger | Officer; EVP, NA Sales | Lumber & Wood Production | SALE | $198.08 | 850 | $168,368 | 28,764 | -2.9% |
| 2024-03-22 23:30 | 2024-03-21 | CTGO | Contango ORE, Inc. | Van Nieuwenhuyse Rick | Director, Officer; President & CEO | Gold | SALE | $21.00 | 1,000 | $21,000 | 499,896 | -0.2% |
| 2024-03-22 23:30 | 2024-03-18 | CTGO | Contango ORE, Inc. | Shortz Richard | Director | Gold | SALE | $22.05 | 5,668 | $124,979 | 104,582 | -5.1% |
| 2024-03-22 23:39 | 2024-03-21 | KOP | Koppers Holdings Inc. | Hyde Leslie S | Officer; SVP, Chief Sustainability Offi | Specialty Chemicals | OPT+S | $53.91 | 22,403 | $1,207,773 | 55,658 | -28.7% |
| 2024-03-21 18:27 | 2024-03-19 | NUE | NUCOR CORP | Behr Allen C | Officer; Executive Vice President | Steel | SALE | $190.19 | 10,000 | $1,901,866 | 80,902 | -11.0% |
| 2024-03-22 00:05 | 2024-03-21 | VGZ | VISTA GOLD CORP | Tobler Douglas L. | Officer; CFO | Gold | BUY | $0.48 | 3,500 | $1,691 | 341,902 | +1.0% |
| 2024-03-21 23:05 | 2024-03-18 | ODC | Oil-Dri Corp of America | Christiansen Aaron | Officer; Vice President of Operations | Specialty Chemicals | SALE | $69.58 | 6,000 | $417,499 | 14,000 | -30.0% |
| 2024-03-22 00:54 | 2024-03-19 | IPI | Intrepid Potash, Inc. | Jornayvaz Robert P III | Director, Officer, 10% owner; Executive Chairman & CEO | Agricultural Inputs | SALE | $19.53 | 33,868 | $661,530 | 1,490,436 | -2.2% |
| 2024-03-22 00:15 | 2024-03-21 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $55.61 | 77,800 | $4,326,489 | 52,231,238 | -0.1% |
| 2024-03-21 19:17 | 2024-03-18 | CTGO | Contango ORE, Inc. | COMPOFELICE JOSEPH S | Director | Gold | SALE | $22.00 | 5,826 | $128,172 | 163,878 | -3.4% |
| 2024-03-21 00:49 | 2024-03-18 | CTGO | Contango ORE, Inc. | Van Nieuwenhuyse Rick | Director, Officer; President & CEO | Gold | SALE | $22.00 | 3,000 | $66,000 | 500,896 | -0.6% |
| 2024-03-20 00:03 | 2024-03-15 | CDE | Coeur Mining, Inc. | McGrath Aoife | Officer; SVP, Exploration | Gold | BUY | $3.23 | 6,200 | $20,020 | 207,308 | +3.1% |
| 2024-03-20 02:52 | 2024-03-15 | AMR | Alpha Metallurgical Resources, Inc. | Courtis Kenneth S. | Director | Coking Coal | SALE | $298.50 | 25,000 | $7,462,583 | 613,234 | -3.9% |
| 2024-03-20 00:32 | 2024-03-15 | AMR | Alpha Metallurgical Resources, Inc. | Gorzynski Michael | Director, 10% owner, Other | Coking Coal | BUY | $295.65 | 15,000 | $4,434,702 | 605,449 | +2.5% |
| 2024-03-19 21:16 | 2024-03-18 | SLVM | Sylvamo Corp | Ribieras JeanMichel | Director, Officer; Chairman and CEO | Paper & Paper Products | SALE | $57.20 | 12,225 | $699,214 | 132,276 | -8.5% |
| 2024-03-19 23:07 | 2024-03-15 | LYB | LyondellBasell Industries N.V. | Buchanan Robin W.T. | Director | Specialty Chemicals | SALE | $100.46 | 18,111 | $1,819,427 | 12,276 | -59.6% |
| 2024-03-20 02:00 | 2024-03-15 | REEMF | RARE ELEMENT RESOURCES LTD | Synchron | 10% owner | Other Industrial Metals & Mining | BUY | $29,326,030.00 | 244,383,591 | $7,166,800,521,173,730 | 360,740,516 | +210.0% |
| 2024-03-19 23:20 | 2024-03-12 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | Specialty Chemicals | BUY | $17.86 | 9,500 | $169,635 | 336,500 | +2.9% |
| 2024-03-19 02:09 | 2024-03-14 | AMR | Alpha Metallurgical Resources, Inc. | Courtis Kenneth S. | Director | Coking Coal | SALE | $302.81 | 22,802 | $6,904,655 | 638,234 | -3.4% |
| 2024-03-18 17:09 | 2024-03-15 | WLK | WESTLAKE CORP | Buesinger Robert F. | Officer; EVP, HIP, IT & Digital | Specialty Chemicals | SALE | $144.50 | 3,878 | $560,371 | 21,144 | -15.5% |
| 2024-03-15 19:37 | 2024-03-13 | SHW | SHERWIN WILLIAMS CO | Binns Justin T | Officer; President, Glob. Architectural | Specialty Chemicals | OPT+S | $338.87 | 1,563 | $529,654 | 14,564 | -9.7% |
| 2024-03-15 23:09 | 2024-03-13 | AA | Alcoa Corp | Jones Tammi A | Officer; EVP & CHRO | Aluminum | SALE | $30.77 | 27,908 | $858,746 | 9,265 | -75.1% |
| 2024-03-16 02:50 | 2024-03-13 | CLF | CLEVELAND-CLIFFS INC. | GREEN SUSAN MIRANDA | Director | Steel | SALE | $20.40 | 6,500 | $132,601 | 90,286 | -6.7% |
| 2024-03-15 18:04 | 2024-03-13 | VMC | Vulcan Materials CO | Franklin Denson N. III | Officer; SVP, Gen. Counsel & Secretary | Building Materials | SALE | $269.48 | 3,200 | $862,336 | 5,395 | -37.2% |
| 2024-03-15 23:27 | 2024-03-14 | CF | CF Industries Holdings, Inc. | Hoker Richard A | Officer; VP and Corporate Controller | Agricultural Inputs | SALE | $84.11 | 11,029 | $927,612 | 37,641 | -22.7% |
| 2024-03-15 23:22 | 2024-03-14 | CE | Celanese Corp | Richardson Scott A | Officer; EVP & COO | Chemicals | SALE | $156.67 | 4,000 | $626,680 | 74,429 | -5.1% |
| 2024-03-15 23:21 | 2024-03-14 | CE | Celanese Corp | Kelly Thomas Francis | Officer; SVP, EM | Chemicals | BUY | $156.70 | 1,400 | $219,373 | 57,023 | +2.5% |
| 2024-03-15 15:40 | 2024-03-14 | MLM | MARTIN MARIETTA MATERIALS INC | BAR ROSELYN R | Officer; EVP, General Counsel and Secy | Building Materials | SALE | $603.29 | 10,000 | $6,032,900 | 59,970 | -14.3% |
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.