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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-02-27 03:37 | 2024-02-22 | IOSP | INNOSPEC INC. | GRIFFIN HARDY LOUIS III | Officer; SVP, HUMAN RESOURCES | Specialty Chemicals | SALE | $122.07 | 1,875 | $228,887 | 5,000 | -27.3% |
| 2024-02-27 03:31 | 2024-02-22 | IOSP | INNOSPEC INC. | BOON PHILIP JOHN | Officer; Executive VP Business Ops | Specialty Chemicals | SALE | $122.07 | 3,715 | $453,500 | 18,516 | -16.7% |
| 2024-02-27 03:26 | 2024-02-22 | IOSP | INNOSPEC INC. | Blackmore Milton C | Director | Specialty Chemicals | SALE | $122.07 | 601 | $73,366 | 8,246 | -6.8% |
| 2024-02-27 03:21 | 2024-02-22 | IOSP | INNOSPEC INC. | Cleminson Ian | Officer; VP & CFO | Specialty Chemicals | OPT+S | $123.77 | 4,190 | $518,596 | 20,997 | -16.6% |
| 2024-02-24 00:41 | 2024-02-21 | BCPC | BALCHEM CORP | Sestrick Michael Robert | Officer; SVP & Chief Technology Officer | Specialty Chemicals | OPT+S | $153.21 | 11,100 | $1,700,613 | 6,736 | -62.2% |
| 2024-02-23 22:39 | 2024-02-21 | SHW | SHERWIN WILLIAMS CO | Rea Todd D | Officer; President, Consumer Brands Grp | Specialty Chemicals | OPT+S | $313.54 | 2,449 | $767,859 | 9,329 | -20.8% |
| 2024-02-23 19:31 | 2024-02-21 | SLVM | Sylvamo Corp | Maes Peggy | Officer; SVP & Chief People Officer | Paper & Paper Products | SALE | $55.10 | 1,000 | $55,095 | 10,535 | -8.7% |
| 2024-02-24 02:27 | 2024-02-22 | OLN | OLIN Corp | Sutton Scott McDougald | Director, Officer; President & CEO | Chemicals | SALE | $52.55 | 36,946 | $1,941,512 | 53,381 | -40.9% |
| 2024-02-24 01:42 | 2024-02-21 | TMQ | Trilogy Metals Inc. | Sanders Elaine | Officer; VP & CFO | Other Industrial Metals & Mining | SALE | $0.46 | 100 | $46 | 2,679,543 | 0.0% |
| 2024-02-24 01:11 | 2024-02-21 | BCPC | BALCHEM CORP | Backus William A. | Officer; VP & Chief Accounting Officer | Specialty Chemicals | OPT+S | $154.74 | 15,000 | $2,321,025 | 12,914 | -53.7% |
| 2024-02-24 00:37 | 2024-02-21 | BCPC | BALCHEM CORP | Harris Theodore L | Director, Officer; Chairman, President & CEO | Specialty Chemicals | OPT+S | $153.96 | 64,029 | $9,858,059 | 66,412 | -49.1% |
| 2024-02-24 02:19 | 2024-02-22 | IOSP | INNOSPEC INC. | PARRETTE LESLIE J | Director | Specialty Chemicals | BUY | $123.96 | 410 | $50,824 | 3,620 | +12.8% |
| 2024-02-22 20:38 | 2024-02-22 | RGLD | ROYAL GOLD INC | Shefman Randy | Officer; VP & General Counsel | Gold | SALE | $104.18 | 500 | $52,090 | 9,473 | -5.0% |
| 2024-02-22 20:17 | 2024-02-20 | SMG | SCOTTS MIRACLE-GRO CO | Johnson Stephen L | Director | Agricultural Inputs | SALE | $57.35 | 1,394 | $79,940 | 22,918 | -5.7% |
| 2024-02-23 01:54 | 2024-02-22 | VMC | Vulcan Materials CO | Pigg Randy L. | Officer; Vice President and Controller | Building Materials | OPT+S | $255.27 | 307 | $78,367 | 1,896 | -13.9% |
| 2024-02-23 01:53 | 2024-02-21 | VMC | Vulcan Materials CO | Bass Stanley G | Officer; Chief Strategy Officer | Building Materials | OPT+S | $252.35 | 10,001 | $2,523,797 | 27,620 | -26.6% |
| 2024-02-22 17:21 | 2024-02-20 | MTRN | MATERION Corp | Chemnitz Gregory R. | Officer; VP General Counsel & Secretary | Other Industrial Metals & Mining | SALE | $133.74 | 3,000 | $401,220 | 14,510 | -17.1% |
| 2024-02-22 23:39 | 2024-02-21 | SCCO | SOUTHERN COPPER CORP/ | Castillo Sanchez Mejorada Enrique | Director | Copper | SALE | $82.99 | 2,400 | $199,176 | 1,200 | -66.7% |
| 2024-02-22 23:10 | 2024-02-21 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $85.00 | 3 | $255 | 5,411 | -0.1% |
| 2024-02-22 00:19 | 2024-02-21 | K | KELLANOVA | Marroquin Victor | Officer; Senior Vice President | Gold | OPT+S | $55.96 | 2,427 | $135,815 | 6,737 | -26.5% |
| 2024-02-22 00:19 | 2024-02-21 | K | KELLANOVA | FORCHE KURT D | Officer; VP-Corporate Controller | Gold | OPT+S | $56.48 | 3,000 | $169,440 | 14,006 | -17.6% |
| 2024-02-22 00:39 | 2024-02-20 | SSD | Simpson Manufacturing Co., Inc. | Dankel Roger | Officer; EVP, NA Sales | Lumber & Wood Production | SALE | $190.83 | 850 | $162,206 | 29,614 | -2.8% |
| 2024-02-21 22:08 | 2024-02-20 | MTX | MINERALS TECHNOLOGIES INC | Hastings Jonathan J | Officer; Senior Vice President | Specialty Chemicals | OPT+S | $71.48 | 12,922 | $923,644 | 53,862 | -19.3% |
| 2024-02-22 00:03 | 2024-02-16 | LYB | LyondellBasell Industries N.V. | AI INVESTMENTS HOLDINGS LLC | 10% owner | Specialty Chemicals | SALE | $97.89 | 205,022 | $20,069,542 | 5,655,466 | -3.5% |
| 2024-02-22 00:24 | 2024-02-20 | GPRE | Green Plains Inc. | Treuer Alain | Director | Chemicals | SALE | $22.66 | 22,999 | $521,157 | 230,000 | -9.1% |
| 2024-02-22 03:24 | 2024-02-16 | RS | RELIANCE, INC. | Lewis Karla R | Director, Officer; President, CEO | Steel | SALE | $319.03 | 42,996 | $13,717,061 | 83,884 | -33.9% |
| 2024-02-22 01:41 | 2024-02-21 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $56.05 | 77,800 | $4,360,939 | 52,542,438 | -0.1% |
| 2024-02-21 00:15 | 2024-02-16 | ASH | Ashland Inc. | LAMPKIN ROBIN E. | Officer; SVP, Gen Counsel and Secrty. | Specialty Chemicals | SALE | $92.54 | 844 | $78,104 | 2,883 | -22.6% |
| 2024-02-21 04:26 | 2023-05-19 | USGO | U.S. GoldMining Inc. | GoldMining Inc. | 10% owner | Other Industrial Metals & Mining | BUY | $15.97 | 18,000 | $287,446 | 9,878,261 | +0.2% |
| 2024-02-21 04:24 | 2023-05-10 | USGO | U.S. GoldMining Inc. | GoldMining Inc. | 10% owner | Other Industrial Metals & Mining | BUY | $14.22 | 8,000 | $113,750 | 9,860,261 | +0.1% |
| 2024-02-21 04:23 | 2023-05-03 | USGO | U.S. GoldMining Inc. | GoldMining Inc. | 10% owner | Other Industrial Metals & Mining | BUY | $10.02 | 30,746 | $308,087 | 9,852,261 | +0.3% |
| 2024-02-21 04:20 | 2023-04-28 | USGO | U.S. GoldMining Inc. | GoldMining Inc. | 10% owner | Other Industrial Metals & Mining | BUY | $9.25 | 22,993 | $212,706 | 9,821,515 | +0.2% |
| 2024-02-21 04:18 | 2023-04-22 | USGO | U.S. GoldMining Inc. | GoldMining Inc. | 10% owner | Other Industrial Metals & Mining | BUY | $8.98 | 78,495 | $704,603 | 9,798,522 | +0.8% |
| 2024-02-20 17:05 | 2024-02-16 | MLM | MARTIN MARIETTA MATERIALS INC | COLE SUE W | Director | Building Materials | SALE | $543.48 | 1,724 | $936,957 | 19,793 | -8.0% |
| 2024-02-21 01:01 | 2024-02-15 | RPM | RPM INTERNATIONAL INC/DE/ | Ratajczak Matthew T | Officer; VP-Global Tax and Treasurer | Specialty Chemicals | SALE | $109.63 | 6,000 | $657,806 | 23,451 | -20.4% |
| 2024-02-21 00:57 | 2024-02-15 | RPM | RPM INTERNATIONAL INC/DE/ | Nance Frederick R. | Director | Specialty Chemicals | SALE | $109.05 | 1,835 | $200,114 | 8,180 | -18.3% |
| 2024-02-17 00:37 | 2024-02-15 | ECL | ECOLAB INC. | Bradway Jennifer J | Officer; SVP & CORPORATE CONTROLLER | Specialty Chemicals | OPT+S | $216.01 | 944 | $203,913 | 3,029 | -23.8% |
| 2024-02-17 01:43 | 2024-02-14 | TMQ | Trilogy Metals Inc. | Sanders Elaine | Officer; VP & CFO | Other Industrial Metals & Mining | SALE | $0.46 | 56,295 | $25,896 | 2,679,643 | -2.1% |
| 2024-02-17 02:29 | 2024-02-14 | USLM | UNITED STATES LIME & MINERALS INC | BYRNE TIMOTHY W | Director, Officer; President & CEO | Building Materials | SALE | $259.28 | 7,853 | $2,036,156 | 29,764 | -20.9% |
| 2024-02-16 00:30 | 2024-02-13 | CBT | CABOT CORP | Zhu Jeff Ji | Officer; Executive Vice President | Specialty Chemicals | OPT+S | $79.91 | 55,233 | $4,413,934 | 97,201 | -36.2% |
| 2024-02-16 01:41 | 2024-02-13 | ESI | Element Solutions Inc | Goralski Michael | Officer; Former EVP, Head of I&S | Specialty Chemicals | OPT+S | $23.20 | 12,773 | $296,334 | 146,297 | -8.0% |
| 2024-02-16 01:40 | 2024-02-13 | ESI | Element Solutions Inc | D'Ambrisi Joseph J. | Officer; EVP Head of Electronics | Specialty Chemicals | OPT+S | $23.20 | 16,618 | $385,538 | 410,077 | -3.9% |
| 2024-02-16 01:39 | 2024-02-13 | ESI | Element Solutions Inc | Dorman Carey J. | Officer; EVP, CFO | Specialty Chemicals | OPT+S | $23.20 | 16,184 | $375,469 | 177,113 | -8.4% |
| 2024-02-16 01:36 | 2024-02-13 | ESI | Element Solutions Inc | Gliklich Benjamin | Director, Officer; President and CEO | Specialty Chemicals | OPT+S | $23.20 | 68,246 | $1,583,307 | 726,399 | -8.6% |
| 2024-02-16 01:37 | 2024-02-13 | ESI | Element Solutions Inc | Capps John Edward | Officer; EVP, General Counsel & Sec. | Specialty Chemicals | OPT+S | $23.20 | 15,554 | $360,853 | 549,138 | -2.8% |
| 2024-02-15 01:43 | 2024-02-13 | FUL | FULLER H B CO | Campe Heather | Officer; Sr. VP, International Growth | Specialty Chemicals | SALE | $76.83 | 3,450 | $265,064 | 19,736 | -14.9% |
| 2024-02-15 03:30 | 2024-02-14 | TMST | Metallus Inc. | Raketich Kevin A | Officer; EVP, Chief Commercial Officer | Steel | SALE | $20.19 | 2,000 | $40,380 | 89,256 | -2.2% |
| 2024-02-15 00:50 | 2024-02-12 | TMQ | Trilogy Metals Inc. | Sanders Elaine | Officer; VP & CFO | Other Industrial Metals & Mining | SALE | $0.47 | 125,784 | $58,578 | 2,735,938 | -4.4% |
| 2024-02-15 00:38 | 2024-02-12 | GPRE | Green Plains Inc. | Knudsen Ejnar A III | Director | Chemicals | BUY | $24.73 | 4,000 | $98,920 | 40,913 | +10.8% |
| 2024-02-15 04:12 | 2024-02-13 | DC | Dakota Gold Corp. | QUARTERMAIN ROBERT | Director | Gold | BUY | $2.00 | 10,000 | $20,000 | 7,432,122 | +0.1% |
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.