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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-03-15 00:04 | 2024-03-14 | USLM | UNITED STATES LIME & MINERALS INC | Duhe Sandra C | Director | Building Materials | SALE | $291.02 | 427 | $124,266 | 457 | -48.3% |
| 2024-03-15 03:39 | 2024-03-12 | AMR | Alpha Metallurgical Resources, Inc. | Courtis Kenneth S. | Director | Coking Coal | SALE | $313.95 | 35,000 | $10,988,142 | 661,036 | -5.0% |
| 2024-03-14 23:16 | 2024-03-13 | DD | DuPont de Nemours, Inc. | Goss Michael G. | Officer; Controller | Specialty Chemicals | SALE | $72.80 | 2,354 | $171,371 | 15,587 | -13.1% |
| 2024-03-15 03:00 | 2024-03-14 | MTUS | Metallus Inc. | Raketich Kevin A | Officer; EVP, Chief Commercial Officer | Steel | SALE | $21.08 | 1,000 | $21,080 | 87,551 | -1.1% |
| 2024-03-14 22:41 | 2024-03-13 | SXC | SunCoke Energy, Inc. | Rippey Michael G | Director, Officer; Chief Executive Officer | Coking Coal | SALE | $11.06 | 78,714 | $870,577 | 342,359 | -18.7% |
| 2024-03-14 23:17 | 2024-03-12 | LYB | LyondellBasell Industries N.V. | McMurray Michael C. | Officer; EVP & CFO | Specialty Chemicals | OPT+S | $100.84 | 16,940 | $1,708,219 | 88,858 | -16.0% |
| 2024-03-14 17:53 | 2024-03-13 | WLK | WESTLAKE CORP | Buesinger Robert F. | Officer; EVP, HIP, IT & Digital | Specialty Chemicals | SALE | $144.50 | 122 | $17,629 | 25,022 | -0.5% |
| 2024-03-15 01:22 | 2024-03-14 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $52.90 | 77,800 | $4,115,457 | 52,309,038 | -0.1% |
| 2024-03-14 22:28 | 2024-03-12 | UFPI | UFP INDUSTRIES INC | MISSAD MATTHEW J | Director, Officer; Chief Executive Officer | Lumber & Wood Production | SALE | $114.03 | 30,000 | $3,420,750 | 338,346 | -8.1% |
| 2024-03-15 03:33 | 2024-03-13 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $87.10 | 100 | $8,710 | 5,014 | -2.0% |
| 2024-03-13 18:23 | 2024-03-11 | SLVM | Sylvamo Corp | Maes Peggy | Officer; SVP & Chief People Officer | Paper & Paper Products | SALE | $63.20 | 1,500 | $94,807 | 11,249 | -11.8% |
| 2024-03-14 04:28 | 2024-03-12 | LIN | LINDE PLC | Durbin Sean | Officer; Executive VP, North America | Specialty Chemicals | OPT+S | $467.39 | 5,277 | $2,466,417 | 8,151 | -39.3% |
| 2024-03-14 04:26 | 2024-03-12 | LIN | LINDE PLC | Bichara Guillermo | Officer; Exec VP & Chief Legal Officer | Specialty Chemicals | OPT+S | $471.01 | 6,034 | $2,842,105 | 27,161 | -18.2% |
| 2024-03-13 18:23 | 2024-03-11 | SLVM | Sylvamo Corp | Ribieras JeanMichel | Director, Officer; Chairman and CEO | Paper & Paper Products | SALE | $62.94 | 12,226 | $769,509 | 144,501 | -7.8% |
| 2024-03-14 04:00 | 2024-03-13 | MTUS | Metallus Inc. | Williams Michael S | Director, Officer; President & CEO | Steel | SALE | $21.14 | 15,619 | $330,243 | 722,946 | -2.1% |
| 2024-03-13 21:00 | 2024-03-11 | SXC | SunCoke Energy, Inc. | Rippey Michael G | Director, Officer; Chief Executive Officer | Coking Coal | SALE | $11.08 | 222,533 | $2,466,333 | 421,073 | -34.6% |
| 2024-03-13 23:01 | 2024-03-12 | CF | CF Industries Holdings, Inc. | Frost Bert A | Officer; EVP,Sales,MktDev,SupplyChn | Agricultural Inputs | SALE | $85.00 | 6,000 | $510,016 | 64,030 | -8.6% |
| 2024-03-12 23:30 | 2024-03-08 | BCPC | BALCHEM CORP | Tignor Michael Brent | Officer; SVP & Chief HR Officer | Specialty Chemicals | OPT+S | $157.52 | 5,339 | $840,985 | 8,368 | -39.0% |
| 2024-03-13 04:00 | 2024-03-11 | MTUS | Metallus Inc. | Williams Michael S | Director, Officer; President & CEO | Steel | SALE | $21.00 | 1,735 | $36,435 | 738,565 | -0.2% |
| 2024-03-13 02:36 | 2024-03-08 | IPI | Intrepid Potash, Inc. | Jornayvaz Robert P III | Director, Officer, 10% owner; Executive Chairman & CEO | Agricultural Inputs | SALE | $20.37 | 81,619 | $1,662,595 | 1,524,304 | -5.1% |
| 2024-03-12 18:31 | 2024-02-26 | VMC | Vulcan Materials CO | Anderson Melissa H. | Director | Building Materials | SALE | $260.48 | 1,200 | $312,576 | 330 | -78.4% |
| 2024-03-12 15:20 | 2024-03-11 | KRO | KRONOS WORLDWIDE INC | Hanley Bryan A. | Officer; Senior VP and Treasurer | Specialty Chemicals | BUY | $10.65 | 1,000 | $10,652 | 2,500 | +66.7% |
| 2024-03-12 23:15 | 2024-03-07 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | Specialty Chemicals | BUY | $18.22 | 6,000 | $109,340 | 327,000 | +1.9% |
| 2024-03-11 23:46 | 2024-03-07 | SSRM | SSR MINING INC. | Ebbett John | Other | Gold | SALE | $4.52 | 2,076 | $9,384 | 30,205 | -6.4% |
| 2024-03-11 22:26 | 2024-03-11 | RGLD | ROYAL GOLD INC | Shefman Randy | Officer; SVP & General Counsel | Gold | SALE | $113.00 | 500 | $56,500 | 12,127 | -4.0% |
| 2024-03-11 23:51 | 2024-03-07 | LIN | LINDE PLC | Strauss David P | Officer; Executive VP, Chief HR Officer | Specialty Chemicals | OPT+S | $465.65 | 2,523 | $1,174,836 | 23,939 | -9.5% |
| 2024-03-11 23:30 | 2024-03-07 | CBT | CABOT CORP | Kalkstein Hobart | Officer; Executive Vice President | Specialty Chemicals | SALE | $88.01 | 7,648 | $673,094 | 61,688 | -11.0% |
| 2024-03-12 00:11 | 2024-03-07 | TMQ | Trilogy Metals Inc. | Sanders Elaine | Officer; VP & CFO | Other Industrial Metals & Mining | SALE | $0.45 | 20,000 | $8,916 | 2,734,248 | -0.7% |
| 2024-03-11 23:31 | 2024-03-08 | TGLS | Tecnoglass Inc. | Giraldo Santiago | Officer; Chief Financial Officer | Building Materials | BUY | $44.47 | 563 | $25,037 | 563 | +100.0% |
| 2024-03-11 23:53 | 2024-03-07 | SXC | SunCoke Energy, Inc. | Rippey Michael G | Director, Officer; Chief Executive Officer | Coking Coal | SALE | $10.93 | 119,803 | $1,309,147 | 643,606 | -15.7% |
| 2024-03-11 15:45 | 2024-03-08 | CE | Celanese Corp | Murray Mark Christopher | Officer; SVP - Acetyls | Chemicals | BUY | $156.43 | 597 | $93,389 | 11,600 | +5.4% |
| 2024-03-12 03:18 | 2024-03-07 | SCL | STEPAN CO | STEPAN F QUINN JR | Director | Specialty Chemicals | SALE | $87.43 | 2,000 | $174,855 | 250,676 | -0.8% |
| 2024-03-09 00:49 | 2024-02-28 | RLEA | Rubber Leaf Inc | Wang Hua | Director, Officer; CFO and Secretary | Specialty Chemicals | SALE | $5.61 | 6,375 | $35,744 | 2,578,591 | -0.2% |
| 2024-03-08 22:12 | 2024-03-06 | LIN | LINDE PLC | Lamba Sanjiv | Director, Officer; Chief Executive Officer | Specialty Chemicals | OPT+S | $462.04 | 8,306 | $3,837,704 | 56,398 | -12.8% |
| 2024-03-09 02:44 | 2024-03-06 | AMR | Alpha Metallurgical Resources, Inc. | Courtis Kenneth S. | Director | Coking Coal | SALE | $383.85 | 9,900 | $3,800,085 | 696,036 | -1.4% |
| 2024-03-09 01:00 | 2024-03-06 | EXP | EAGLE MATERIALS INC | Haack Michael | Director, Officer; President and CEO | Building Materials | OPT+S | $254.90 | 31,700 | $8,080,336 | 94,229 | -25.2% |
| 2024-03-09 02:38 | 2024-03-06 | CLF | CLEVELAND-CLIFFS INC. | Fedor Terry G. | Officer; EVP, Operations | Steel | OPT+S | $20.19 | 27,430 | $553,812 | 534,617 | -4.9% |
| 2024-03-09 02:36 | 2024-03-06 | CLF | CLEVELAND-CLIFFS INC. | Smith Clifford T | Officer; EVP & President, CC Steel | Steel | OPT+S | $20.19 | 27,430 | $553,812 | 770,109 | -3.4% |
| 2024-03-09 02:37 | 2024-03-06 | CLF | CLEVELAND-CLIFFS INC. | Graham James D | Officer; EVP Chief Legal Admin & Sec | Steel | OPT+S | $20.19 | 24,154 | $487,669 | 534,103 | -4.3% |
| 2024-03-09 00:16 | 2024-03-06 | NEU | NEWMARKET CORP | GOTTWALD THOMAS E | Director, Officer; Chairman, President & CEO | Specialty Chemicals | SALE | $632.00 | 216 | $136,512 | 153,569 | -0.1% |
| 2024-03-09 02:34 | 2024-03-06 | CLF | CLEVELAND-CLIFFS INC. | GONCALVES LOURENCO | Director, Officer; Chairman, President & CEO | Steel | OPT+S | $20.19 | 187,136 | $3,778,276 | 2,699,089 | -6.5% |
| 2024-03-09 01:03 | 2024-03-07 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $85.00 | 197 | $16,745 | 5,114 | -3.7% |
| 2024-03-09 00:53 | 2024-03-06 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | Specialty Chemicals | BUY | $18.03 | 3,000 | $54,090 | 321,000 | +0.9% |
| 2024-03-08 00:00 | 2024-03-06 | EMN | EASTMAN CHEMICAL CO | Holt Adrian James | Officer; SVP, Chf HR Ofcr | Specialty Chemicals | OPT+S | $87.75 | 4,735 | $415,519 | 0 | -100.0% |
| 2024-03-08 01:50 | 2024-03-06 | SSD | Simpson Manufacturing Co., Inc. | Burton Phillip | Officer; EVP, North America | Lumber & Wood Production | SALE | $211.39 | 2,000 | $422,780 | 4,044 | -33.1% |
| 2024-03-07 23:23 | 2024-03-06 | IE | Ivanhoe Electric Inc. | Kuntz Glen Nickolas | Officer; SVP, Mine Development | Copper | BUY | $8.23 | 1,342 | $11,045 | 3,042 | +78.9% |
| 2024-03-08 01:56 | 2024-03-05 | LIN | LINDE PLC | Nowicki Juergen | Officer; Executive VP, Engineering | Specialty Chemicals | OPT+S | $459.14 | 13,134 | $6,030,382 | 6,920 | -65.5% |
| 2024-03-08 00:37 | 2024-03-06 | TROX | Tronox Holdings plc | Engle Jeffrey A. | Officer; SVP, Commercial and Strategy | Chemicals | SALE | $14.95 | 12,050 | $180,091 | 98,409 | -10.9% |
| 2024-03-08 00:36 | 2024-03-06 | TROX | Tronox Holdings plc | Flood Jonathan | Officer; Principal Accounting Officer | Chemicals | SALE | $14.94 | 5,350 | $79,925 | 37,555 | -12.5% |
| 2024-03-08 00:35 | 2024-03-06 | TROX | Tronox Holdings plc | Neuman Jeffrey N | Officer; SVP, General Counsel & Sec. | Chemicals | SALE | $14.95 | 23,500 | $351,250 | 260,212 | -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.