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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-03-08 00:34 | 2024-03-06 | TROX | Tronox Holdings plc | Turgeon Jean Francois | Director, Officer; Co-CEO and Director | Chemicals | SALE | $14.95 | 51,996 | $777,085 | 735,647 | -6.6% |
| 2024-03-08 00:32 | 2024-03-06 | TROX | Tronox Holdings plc | Srivisal John | Officer; SVP, Chief Financial Officer | Chemicals | SALE | $14.95 | 20,923 | $312,736 | 147,009 | -12.5% |
| 2024-03-07 16:32 | 2024-03-06 | WLKP | Westlake Chemical Partners LP | Kenner Andrew | Officer; SVP, Olefin Material & Corp Pr | Chemicals | BUY | $22.30 | 5,000 | $111,500 | 141,609 | +3.7% |
| 2024-03-08 00:33 | 2024-03-06 | TROX | Tronox Holdings plc | Romano John D | Director, Officer; Co-CEO and Director | Chemicals | SALE | $14.95 | 42,768 | $639,168 | 942,171 | -4.3% |
| 2024-03-07 16:14 | 2024-03-06 | CLF | CLEVELAND-CLIFFS INC. | Yocum Arlene M | Director | Steel | BUY | $20.03 | 2,000 | $40,050 | 94,887 | +2.2% |
| 2024-03-08 00:46 | 2024-03-06 | KOP | Koppers Holdings Inc. | Washington Kevin | Officer; VP, External Relations | Specialty Chemicals | SALE | $52.59 | 1,323 | $69,571 | 6,404 | -17.1% |
| 2024-03-08 00:43 | 2024-03-06 | KOP | Koppers Holdings Inc. | Dowd Joseph P | Officer; VP, Zero Harm | Specialty Chemicals | SALE | $52.32 | 1,300 | $68,016 | 21,772 | -5.6% |
| 2024-03-08 00:40 | 2024-03-05 | KOP | Koppers Holdings Inc. | Sullivan James A. | Officer; President and COO | Specialty Chemicals | OPT+S | $53.41 | 37,207 | $1,987,248 | 111,192 | -25.1% |
| 2024-03-07 16:32 | 2024-03-06 | WLK | WESTLAKE CORP | Bender Mark Steven | Officer; EVP & CFO | Specialty Chemicals | SALE | $141.02 | 4,804 | $677,455 | 45,306 | -9.6% |
| 2024-03-08 00:33 | 2024-03-05 | NEU | NEWMARKET CORP | GOTTWALD THOMAS E | Director, Officer; Chairman, President & CEO | Specialty Chemicals | SALE | $643.14 | 3,000 | $1,929,420 | 153,785 | -1.9% |
| 2024-03-08 00:36 | 2024-03-06 | KOP | Koppers Holdings Inc. | BALL M LEROY | Director, Officer; CEO | Specialty Chemicals | OPT+S | $52.88 | 7,362 | $389,283 | 320,718 | -2.2% |
| 2024-03-08 00:50 | 2024-03-05 | SCL | STEPAN CO | STEPAN F QUINN JR | Director | Specialty Chemicals | OPT+S | $86.88 | 3,000 | $260,639 | 252,568 | -1.2% |
| 2024-03-08 01:02 | 2024-03-07 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $53.44 | 77,800 | $4,157,959 | 52,386,838 | -0.1% |
| 2024-03-07 00:27 | 2024-03-04 | EXP | EAGLE MATERIALS INC | Cribbs Eric | Officer; President (American Gypsum) | Building Materials | OPT+S | $259.50 | 6,570 | $1,704,915 | 15,654 | -29.6% |
| 2024-03-07 00:45 | 2024-03-04 | CENX | CENTURY ALUMINUM CO | Aboud Matt | Officer; SVP, Strategy & Business Dev't | Aluminum | SALE | $10.61 | 3,766 | $39,957 | 59,248 | -6.0% |
| 2024-03-07 01:36 | 2024-03-06 | RS | RELIANCE, INC. | Ajemyan Arthur | Officer; SVP, CFO | Steel | SALE | $322.95 | 3,000 | $968,850 | 15,577 | -16.1% |
| 2024-03-07 00:30 | 2024-03-04 | BCPC | BALCHEM CORP | Wineinger Matthew David | Director | Specialty Chemicals | SALE | $156.89 | 1,333 | $209,128 | 6,162 | -17.8% |
| 2024-03-07 01:16 | 2024-03-04 | LIN | LINDE PLC | White Matthew J | Officer; Chief Financial Officer | Specialty Chemicals | OPT+S | $455.84 | 51,231 | $23,353,139 | 57,634 | -47.1% |
| 2024-03-06 21:38 | 2024-03-05 | MLM | MARTIN MARIETTA MATERIALS INC | Nye C Howard | Director, Officer; Chairman, Pres & CEO | Building Materials | SALE | $604.26 | 20,000 | $12,085,200 | 70,400 | -22.1% |
| 2024-03-07 02:04 | 2024-03-04 | KOP | Koppers Holdings Inc. | Sullivan James A. | Officer; President and COO | Specialty Chemicals | OPT+S | $54.01 | 700 | $37,807 | 111,192 | -0.6% |
| 2024-03-07 01:55 | 2024-03-04 | KOP | Koppers Holdings Inc. | Dowd Joseph P | Officer; VP, Zero Harm | Specialty Chemicals | OPT+S | $53.53 | 17,385 | $930,572 | 23,072 | -43.0% |
| 2024-03-07 00:41 | 2024-03-04 | NEU | NEWMARKET CORP | GOTTWALD THOMAS E | Director, Officer; Chairman, President & CEO | Specialty Chemicals | SALE | $646.32 | 4,884 | $3,156,627 | 156,785 | -3.0% |
| 2024-03-07 01:59 | 2024-03-04 | KOP | Koppers Holdings Inc. | BALL M LEROY | Director, Officer; CEO | Specialty Chemicals | OPT+S | $53.46 | 11,103 | $593,516 | 323,080 | -3.3% |
| 2024-03-07 01:06 | 2024-03-04 | LIN | LINDE PLC | ANGEL STEPHEN F | Director | Specialty Chemicals | OPT+S | $453.66 | 39,590 | $17,960,399 | 374,457 | -9.6% |
| 2024-03-07 00:08 | 2024-03-04 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | Director, 10% owner | Agricultural Inputs | SALE | $65.41 | 86,356 | $5,648,848 | 13,777,012 | -0.6% |
| 2024-03-07 03:19 | 2024-03-01 | IOSP | INNOSPEC INC. | Jones David B. | Officer; SVP, GC & CCO | Specialty Chemicals | SALE | $125.79 | 2,500 | $314,483 | 9,664 | -20.6% |
| 2024-03-06 00:46 | 2024-03-01 | IE | Ivanhoe Electric Inc. | Markin Quentin | Officer; See Remarks | Copper | BUY | $7.45 | 20,000 | $149,000 | 69,950 | +40.0% |
| 2024-03-06 00:45 | 2024-03-04 | SLVM | Sylvamo Corp | Taudien Oliver | Officer; SVP & General Manager, Europe | Paper & Paper Products | SALE | $62.75 | 1,200 | $75,294 | 10,414 | -10.3% |
| 2024-03-06 00:43 | 2024-03-04 | SLVM | Sylvamo Corp | Ferguson Kevin W | Officer; VP, Controller,Chief Acct.Off. | Paper & Paper Products | SALE | $62.94 | 2,817 | $177,300 | 3,977 | -41.5% |
| 2024-03-05 17:07 | 2024-03-04 | FMC | FMC CORP | Sandifer Andrew D | Officer; EVP and CFO | Agricultural Inputs | BUY | $59.22 | 2,150 | $127,323 | 50,088 | +4.5% |
| 2024-03-06 03:00 | 2024-03-04 | MTUS | Metallus Inc. | Raketich Kevin A | Officer; EVP, Chief Commercial Officer | Steel | SALE | $20.37 | 10,354 | $210,904 | 88,551 | -10.5% |
| 2024-03-06 03:00 | 2024-03-05 | MTUS | Metallus Inc. | Yacobozzi Nicholas A | Officer; Chief Accounting Officer | Steel | SALE | $20.07 | 17,257 | $346,362 | 40,899 | -29.7% |
| 2024-03-06 03:00 | 2024-03-04 | MTUS | Metallus Inc. | WESTBROOKS KRISTOPHER R | Officer; EVP, Chief Financial Officer | Steel | SALE | $20.37 | 16,558 | $337,214 | 186,200 | -8.2% |
| 2024-03-06 00:44 | 2024-03-04 | SLVM | Sylvamo Corp | Ribieras JeanMichel | Director, Officer; Chairman and CEO | Paper & Paper Products | SALE | $62.17 | 12,596 | $783,066 | 156,727 | -7.4% |
| 2024-03-06 03:00 | 2024-03-04 | MTUS | Metallus Inc. | Williams Michael S | Director, Officer; President & CEO | Steel | SALE | $20.37 | 17,354 | $353,504 | 740,300 | -2.3% |
| 2024-03-06 02:24 | 2024-03-04 | BCC | BOISE CASCADE Co | Brown Dean Michael | Officer; EVP, Wood Products | Lumber & Wood Production | SALE | $139.09 | 11,117 | $1,546,239 | 40,237 | -21.6% |
| 2024-03-06 01:53 | 2024-03-04 | BCC | BOISE CASCADE Co | Taylor Sue Ying | Director | Lumber & Wood Production | SALE | $140.13 | 1,503 | $210,620 | 7,616 | -16.5% |
| 2024-03-06 01:07 | 2024-03-01 | KOP | Koppers Holdings Inc. | Sullivan James A. | Officer; President and COO | Specialty Chemicals | OPT+S | $54.50 | 10,714 | $583,867 | 111,192 | -8.8% |
| 2024-03-06 01:03 | 2024-03-01 | KOP | Koppers Holdings Inc. | Hyde Leslie S | Officer; SVP, Chief Sustainability Offi | Specialty Chemicals | OPT+S | $55.13 | 448 | $24,697 | 55,658 | -0.8% |
| 2024-03-06 01:01 | 2024-03-01 | KOP | Koppers Holdings Inc. | Dowd Joseph P | Officer; VP, Zero Harm | Specialty Chemicals | OPT+S | $53.38 | 14,500 | $774,040 | 36,969 | -28.2% |
| 2024-03-06 03:00 | 2024-03-04 | MTUS | Metallus Inc. | SYRVALIN KRISTINE C | Officer; EVP General Counsel | Steel | SALE | $20.37 | 9,005 | $183,451 | 89,858 | -9.1% |
| 2024-03-06 01:46 | 2024-03-04 | BCC | BOISE CASCADE Co | HOGANS MACK L | Director | Lumber & Wood Production | SALE | $135.09 | 8,463 | $1,143,301 | 3,055 | -73.5% |
| 2024-03-05 21:05 | 2024-03-04 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $81.50 | 100 | $8,150 | 5,311 | -1.8% |
| 2024-03-06 00:41 | 2024-02-28 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | Specialty Chemicals | BUY | $17.26 | 5,000 | $86,300 | 318,000 | +1.6% |
| 2024-03-05 02:12 | 2024-02-29 | KNF | Knife River Corp | Gray Brian R. | Director, Officer; President & CEO | Building Materials | BUY | $73.65 | 1 | $74 | 8,167 | +0.0% |
| 2024-03-04 20:10 | 2024-03-01 | PPG | PPG INDUSTRIES INC | Morales Vincent J | Officer; Senior VP & CFO | Specialty Chemicals | OPT+S | $140.94 | 3,400 | $479,196 | 28,439 | -10.7% |
| 2024-03-05 03:24 | 2024-03-01 | ASIX | AdvanSix Inc. | Kintiroglou Achilles B. | Officer; SVP, General Counsel | Chemicals | SALE | $27.80 | 4,000 | $111,200 | 42,996 | -8.5% |
| 2024-03-05 02:45 | 2024-03-01 | SXC | SunCoke Energy, Inc. | Rippey Michael G | Director, Officer; Chief Executive Officer | Coking Coal | SALE | $10.93 | 50,325 | $549,916 | 763,409 | -6.2% |
| 2024-03-05 01:26 | 2024-02-29 | LYB | LyondellBasell Industries N.V. | Oyolu Chukwuemeka A. | Officer; SVP, CAO & Investor Relations | Specialty Chemicals | OPT+S | $100.47 | 7,084 | $711,744 | 27,575 | -20.4% |
| 2024-03-05 00:31 | 2024-03-01 | CBT | CABOT CORP | Keohane Sean D | Director, Officer; President and CEO | Specialty Chemicals | OPT+S | $85.43 | 17,857 | $1,525,563 | 331,174 | -5.1% |
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.