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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-03-05 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% |
| 2024-03-05 00:01 | 2024-02-29 | VMC | Vulcan Materials CO | Clement David P | Officer; Senior Vice President | Building Materials | SALE | $263.00 | 2,842 | $747,446 | 3,660 | -43.7% |
| 2024-03-05 00:03 | 2024-03-01 | EMN | EASTMAN CHEMICAL CO | Costa Mark J | Director, Officer; CEO & Board Chair | Specialty Chemicals | SALE | $87.60 | 12,000 | $1,051,200 | 395,699 | -2.9% |
| 2024-03-01 23:48 | 2024-02-28 | IE | Ivanhoe Electric Inc. | Joseph Cassandra Pulskamp | Officer; Gen Counsel & Corp Secretary | Copper | BUY | $7.42 | 2,000 | $14,840 | 2,000 | +100.0% |
| 2024-03-01 23:15 | 2024-02-29 | IE | Ivanhoe Electric Inc. | Boyd Graham Richard Thomas | Officer; Senior VP, Exploration | Copper | BUY | $7.44 | 4,000 | $29,760 | 6,510 | +159.4% |
| 2024-03-02 05:49 | 2024-02-28 | AMR | Alpha Metallurgical Resources, Inc. | Stetson David J. | Director | Coking Coal | SALE | $386.94 | 5,950 | $2,302,283 | 20,104 | -22.8% |
| 2024-03-02 05:47 | 2024-02-28 | AMR | Alpha Metallurgical Resources, Inc. | Stetson David J. | Director | Coking Coal | SALE | $392.30 | 30,694 | $12,041,364 | 26,054 | -54.1% |
| 2024-03-02 05:31 | 2024-02-28 | AMR | Alpha Metallurgical Resources, Inc. | Courtis Kenneth S. | Director | Coking Coal | SALE | $363.00 | 5,142 | $1,866,556 | 705,936 | -0.7% |
| 2024-03-02 05:28 | 2024-02-28 | AMR | Alpha Metallurgical Resources, Inc. | Courtis Kenneth S. | Director | Coking Coal | SALE | $400.22 | 9,858 | $3,945,370 | 711,078 | -1.4% |
| 2024-03-02 05:24 | 2024-02-28 | AMR | Alpha Metallurgical Resources, Inc. | Whitehead Jason E. | Officer; President & COO | Coking Coal | SALE | $373.79 | 36,633 | $13,692,870 | 11,938 | -75.4% |
| 2024-03-02 05:22 | 2024-02-28 | AMR | Alpha Metallurgical Resources, Inc. | Whitehead Jason E. | Officer; President & COO | Coking Coal | SALE | $393.03 | 21,267 | $8,358,612 | 48,571 | -30.5% |
| 2024-03-02 03:46 | 2024-02-28 | AMR | Alpha Metallurgical Resources, Inc. | Horn Daniel E. | Officer; Chief Commercial Officer | Coking Coal | SALE | $360.29 | 100 | $36,029 | 6,462 | -1.5% |
| 2024-03-02 03:44 | 2024-02-28 | AMR | Alpha Metallurgical Resources, Inc. | Horn Daniel E. | Officer; Chief Commercial Officer | Coking Coal | SALE | $374.75 | 28,572 | $10,707,408 | 6,562 | -81.3% |
| 2024-03-02 03:41 | 2024-02-28 | AMR | Alpha Metallurgical Resources, Inc. | Eidson Charles Andrew | Director, Officer; Chief Executive Officer | Coking Coal | SALE | $369.75 | 59,184 | $21,883,148 | 20,841 | -74.0% |
| 2024-03-02 00:18 | 2024-02-28 | ESI | Element Solutions Inc | Fricke Richard L. | Officer; SVP, Electronics | Specialty Chemicals | SALE | $23.40 | 9,500 | $222,300 | 36,229 | -20.8% |
| 2024-03-02 03:55 | 2024-02-29 | AMR | Alpha Metallurgical Resources, Inc. | Nicholson Roger Lee | Officer; CAO, GC & Secretary | Coking Coal | SALE | $369.71 | 6,629 | $2,450,802 | 10,720 | -38.2% |
| 2024-03-02 03:53 | 2024-02-28 | AMR | Alpha Metallurgical Resources, Inc. | Nicholson Roger Lee | Officer; CAO, GC & Secretary | Coking Coal | SALE | $374.11 | 29,371 | $10,988,061 | 17,349 | -62.9% |
| 2024-03-02 03:48 | 2024-02-29 | AMR | Alpha Metallurgical Resources, Inc. | SMITH DANIEL D | Director | Coking Coal | SALE | $370.00 | 4,000 | $1,480,000 | 5,680 | -41.3% |
| 2024-03-02 04:01 | 2024-02-29 | IOSP | INNOSPEC INC. | Cleminson Ian | Officer; VP & CFO | Specialty Chemicals | OPT+S | $124.07 | 931 | $115,508 | 22,996 | -3.9% |
| 2024-03-02 03:56 | 2024-02-29 | IOSP | INNOSPEC INC. | Williams Patrick | Officer; PRESIDENT & CEO | Specialty Chemicals | OPT+S | $124.21 | 3,955 | $491,251 | 167,216 | -2.3% |
| 2024-03-01 01:22 | 2024-02-26 | SHW | SHERWIN WILLIAMS CO | Jorgenrud Karl J | Officer; President, Glob. Industrial | Specialty Chemicals | SALE | $322.50 | 2,690 | $867,525 | 12,941 | -17.2% |
| 2024-02-29 00:36 | 2024-02-26 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $60.08 | 18,000 | $1,081,503 | 13,863,368 | -0.1% |
| 2024-02-29 04:40 | 2024-02-26 | EXP | EAGLE MATERIALS INC | Newby Matt | Officer; EVP & General Counsel | Building Materials | OPT+S | $251.15 | 2,940 | $738,385 | 21,819 | -11.9% |
| 2024-02-29 00:26 | 2024-02-26 | RLEA | Rubber Leaf Inc | Wang Hua | Director, Officer; CFO and Secretary | Specialty Chemicals | SALE | $5.60 | 8,000 | $44,800 | 2,584,966 | -0.3% |
| 2024-02-28 22:22 | 2024-02-26 | OLN | OLIN Corp | FLAUGHER BRETT A | Officer; VP & Pres, Winchester | Chemicals | OPT+S | $52.35 | 25,000 | $1,308,855 | 77,763 | -24.3% |
| 2024-02-29 00:15 | 2024-02-26 | OLN | OLIN Corp | Sutton Scott McDougald | Director, Officer; President & CEO | Chemicals | OPT+S | $52.43 | 65,820 | $3,451,074 | 90,327 | -42.2% |
| 2024-02-29 02:00 | 2024-02-27 | MTUS | Metallus Inc. | WESTBROOKS KRISTOPHER R | Officer; EVP, Chief Financial Officer | Steel | OPT+S | $19.52 | 11,812 | $230,511 | 204,580 | -5.5% |
| 2024-02-29 02:56 | 2024-02-27 | RS | RELIANCE, INC. | HOFFMAN JAMES DONALD | Director | Steel | SALE | $322.95 | 40,000 | $12,917,868 | 54,042 | -42.5% |
| 2024-02-28 20:04 | 2024-02-26 | WLK | WESTLAKE CORP | Bender Mark Steven | Officer; EVP & CFO | Specialty Chemicals | SALE | $137.57 | 4,854 | $667,765 | 50,110 | -8.8% |
| 2024-02-28 21:29 | 2024-02-26 | SCL | STEPAN CO | STEPAN F QUINN JR | Director | Specialty Chemicals | OPT+S | $89.77 | 10,000 | $897,741 | 255,567 | -3.8% |
| 2024-02-29 01:17 | 2024-02-28 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $55.78 | 77,800 | $4,339,956 | 52,464,638 | -0.1% |
| 2024-02-29 05:11 | 2024-02-27 | IOSP | INNOSPEC INC. | Williams Patrick | Officer; PRESIDENT & CEO | Specialty Chemicals | SALE | $124.47 | 9,667 | $1,203,258 | 167,216 | -5.5% |
| 2024-02-29 00:16 | 2024-02-26 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | Specialty Chemicals | BUY | $16.30 | 4,000 | $65,180 | 313,000 | +1.3% |
| 2024-02-27 18:51 | 2024-02-23 | SHW | SHERWIN WILLIAMS CO | Sofish Gregory P. | Officer; SVP - Human Resources | Specialty Chemicals | OPT+S | $320.70 | 1,830 | $586,881 | 6,329 | -22.4% |
| 2024-02-27 23:56 | 2024-02-23 | SCL | STEPAN CO | Rojo Luis | Officer; VP & Chief Financial Officer | Specialty Chemicals | SALE | $91.29 | 600 | $54,773 | 8,465 | -6.6% |
| 2024-02-27 23:49 | 2024-02-23 | SCL | STEPAN CO | Behrens Scott R. | Director, Officer; President & CEO | Specialty Chemicals | SALE | $90.27 | 1,650 | $148,938 | 15,033 | -9.9% |
| 2024-02-28 00:58 | 2024-02-23 | BCPC | BALCHEM CORP | Backus William A. | Officer; VP & Chief Accounting Officer | Specialty Chemicals | OPT+S | $155.86 | 16,180 | $2,521,773 | 5,914 | -73.2% |
| 2024-02-28 04:04 | 2024-02-23 | LYB | LyondellBasell Industries N.V. | Lane Kenneth Todd | Officer; EVP, Olefins and Polyolefins | Specialty Chemicals | OPT+S | $99.12 | 38,718 | $3,837,871 | 89,445 | -30.2% |
| 2024-02-28 01:17 | 2024-02-26 | SHW | SHERWIN WILLIAMS CO | GARCEAU MARY L | Officer; SVP - CLO and Secretary | Specialty Chemicals | OPT+S | $322.66 | 23,518 | $7,588,433 | 28,475 | -45.2% |
| 2024-02-28 00:21 | 2024-02-23 | SXC | SunCoke Energy, Inc. | Hardesty Phillip Michael | Officer; Senior Vice President | Coking Coal | OPT+S | $10.84 | 4,799 | $52,021 | 217,323 | -2.2% |
| 2024-02-28 00:48 | 2024-02-23 | HCC | WARRIOR MET COAL, INC. | SCHUMACHER ALAN H | Director | Coking Coal | BUY | $58.15 | 2,000 | $116,300 | 30,270 | +7.1% |
| 2024-02-28 01:33 | 2024-02-26 | IOSP | INNOSPEC INC. | Williams Patrick | Officer; PRESIDENT & CEO | Specialty Chemicals | SALE | $125.01 | 9,667 | $1,208,455 | 164,667 | -5.5% |
| 2024-02-27 01:00 | 2024-02-23 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $58.40 | 15,000 | $876,000 | 13,881,368 | -0.1% |
| 2024-02-26 15:27 | 2024-01-16 | ASPI | ASP Isotopes Inc. | Ryan Robert John Andrew | Director | Chemicals | BUY | $2.29 | 18,346 | $41,992 | 537,055 | +3.5% |
| 2024-02-26 23:22 | 2024-02-22 | DC | Dakota Gold Corp. | SCHROEDER ALICE D. | Director | Gold | BUY | $1.96 | 7,410 | $14,521 | 256,179 | +3.0% |
| 2024-02-26 23:05 | 2024-02-22 | OLN | OLIN Corp | Sutton Scott McDougald | Director, Officer; President & CEO | Chemicals | OPT+S | $52.55 | 36,946 | $1,941,512 | 90,327 | -29.0% |
| 2024-02-26 18:10 | 2024-02-22 | WLKP | Westlake Chemical Partners LP | Kenner Andrew | Officer; SVP, Olefin Material & Corp Pr | Chemicals | BUY | $22.12 | 10,000 | $221,160 | 136,609 | +7.9% |
| 2024-02-26 22:35 | 2024-02-22 | SCL | STEPAN CO | STEPAN F QUINN JR | Director | Specialty Chemicals | OPT+S | $91.31 | 10,000 | $913,105 | 255,567 | -3.8% |
| 2024-02-26 21:31 | 2024-02-22 | MTRN | MATERION Corp | Chadwick Shelly Marie | Officer; Vice President, Finance & CFO | Other Industrial Metals & Mining | SALE | $132.60 | 2,000 | $265,192 | 13,147 | -13.2% |
| 2024-02-27 03:43 | 2024-02-23 | IOSP | INNOSPEC INC. | Williams Patrick | Officer; PRESIDENT & CEO | Specialty Chemicals | OPT+S | $124.37 | 9,667 | $1,202,249 | 174,334 | -5.3% |
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.