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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-02-15 01:22 | 2024-02-14 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $53.67 | 77,800 | $4,175,277 | 52,620,238 | -0.1% |
| 2024-02-14 02:00 | 2024-02-12 | SSD | Simpson Manufacturing Co., Inc. | CHATMAN JENNIFER | Director | Lumber & Wood Production | SALE | $192.48 | 934 | $179,776 | 14,638 | -6.0% |
| 2024-02-14 01:25 | 2024-02-12 | WDFC | WD 40 CO | LINDEMAN JEFFREY G | Officer; VP, Chief People, Cult. & Cap. | Specialty Chemicals | BUY | $272.42 | 182 | $49,580 | 3,073 | +6.3% |
| 2024-02-13 00:29 | 2024-02-08 | LIN | LINDE PLC | Pfann Oliver | Officer; Senior Vice President, EMEA | Specialty Chemicals | SALE | $414.61 | 300 | $124,384 | 0 | -100.0% |
| 2024-02-10 01:15 | 2024-02-09 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $53.62 | 77,800 | $4,171,893 | 52,698,038 | -0.1% |
| 2024-02-08 19:38 | 2024-02-07 | FUL | FULLER H B CO | Malik Muhammad Shahbaz | Officer; Sr. Vice President, CA | Specialty Chemicals | OPT+S | $76.28 | 14,000 | $1,067,924 | 9,089 | -60.6% |
| 2024-02-08 18:59 | 2024-02-07 | CMC | COMMERCIAL METALS Co | Smith Barbara | Director, Officer; Executive Chairman | Steel | SALE | $51.65 | 23,619 | $1,219,921 | 72,400 | -24.6% |
| 2024-02-08 03:33 | 2024-02-07 | DC | Dakota Gold Corp. | O'Rourke Stephen T. | Director | Gold | BUY | $2.07 | 5,000 | $10,355 | 896,670 | +0.6% |
| 2024-02-07 22:10 | 2024-02-06 | NUE | NUCOR CORP | Topalian Leon J | Officer; Chair, President and CEO | Steel | SALE | $182.23 | 16,500 | $3,006,774 | 124,058 | -11.7% |
| 2024-02-08 02:28 | 2024-02-07 | EXP | EAGLE MATERIALS INC | Powers David B | Director | Building Materials | SALE | $240.52 | 9,000 | $2,164,644 | 18,009 | -33.3% |
| 2024-02-07 18:24 | 2024-02-06 | STLD | STEEL DYNAMICS INC | Shaheen Gabriel | Director | Steel | SALE | $120.09 | 2,346 | $281,731 | 81,149 | -2.8% |
| 2024-02-07 01:01 | 2024-02-02 | EXP | EAGLE MATERIALS INC | Thompson Tony | Officer; Senior Vice President | Building Materials | OPT+S | $235.07 | 638 | $149,976 | 14,393 | -4.2% |
| 2024-02-07 03:28 | 2024-02-05 | DC | Dakota Gold Corp. | QUARTERMAIN ROBERT | Director | Gold | BUY | $2.05 | 20,000 | $40,970 | 7,422,122 | +0.3% |
| 2024-02-05 18:41 | 2024-02-02 | CMC | COMMERCIAL METALS Co | Smith Barbara | Director, Officer; Executive Chairman | Steel | SALE | $51.28 | 60,166 | $3,085,312 | 96,019 | -38.5% |
| 2024-02-05 22:33 | 2024-02-05 | THMG | THUNDER MOUNTAIN GOLD INC | Jones Eric T | Director, Officer; CEO | Other Precious Metals & Mining | BUY | $0.04 | 10,000 | $439 | 3,603,214 | +0.3% |
| 2024-02-05 22:19 | 2024-02-02 | DC | Dakota Gold Corp. | QUARTERMAIN ROBERT | Director | Gold | BUY | $2.10 | 7,060 | $14,805 | 7,402,122 | +0.1% |
| 2024-02-05 18:33 | 2024-02-01 | NUE | NUCOR CORP | QUERY KENNETH REX | Officer; Executive Vice President | Steel | SALE | $186.37 | 5,500 | $1,025,008 | 85,326 | -6.1% |
| 2024-02-03 01:56 | 2024-01-31 | OLN | OLIN Corp | Gumpel Damian | Officer; VP & Pres, Epoxy & Corp Strat. | Chemicals | SALE | $53.20 | 9,238 | $491,460 | 0 | -100.0% |
| 2024-02-02 01:32 | 2024-01-31 | OLN | OLIN Corp | PETERS VALERIE A | Officer; VP, HR | Chemicals | OPT+S | $52.47 | 81,535 | $4,278,337 | 9,734 | -89.3% |
| 2024-02-01 20:00 | 2024-02-01 | CLF | CLEVELAND-CLIFFS INC. | Bloom Ron A. | Director | Steel | BUY | $20.24 | 25,000 | $506,095 | 27,221 | +1,125.6% |
| 2024-02-02 03:09 | 2024-01-30 | OLN | OLIN Corp | Sutton Scott McDougald | Director, Officer; Chairman, President & CEO | Chemicals | OPT+S | $53.92 | 584,865 | $31,537,685 | 2,083 | -99.6% |
| 2024-02-01 17:13 | 2024-01-30 | OLN | OLIN Corp | Slater Todd A | Officer; VP & CFO | Chemicals | OPT+S | $54.15 | 63,250 | $3,424,722 | 137,517 | -31.5% |
| 2024-02-01 00:21 | 2024-01-29 | EXP | EAGLE MATERIALS INC | Newby Matt | Officer; EVP & General Counsel | Building Materials | OPT+S | $223.76 | 3,165 | $708,185 | 21,819 | -12.7% |
| 2024-01-31 00:17 | 2024-01-26 | EXP | EAGLE MATERIALS INC | Cribbs Eric | Officer; President (American Gypsum) | Building Materials | OPT+S | $214.66 | 2,000 | $429,310 | 15,654 | -11.3% |
| 2024-01-31 00:23 | 2024-01-26 | EXP | EAGLE MATERIALS INC | Kesler Dale Craig | Officer; EVP and CFO | Building Materials | OPT+S | $215.60 | 5,000 | $1,078,018 | 62,610 | -7.4% |
| 2024-01-31 00:19 | 2024-01-26 | EXP | EAGLE MATERIALS INC | Devlin William R | Officer; SVP, Controller | Building Materials | OPT+S | $214.95 | 2,354 | $505,992 | 24,998 | -8.6% |
| 2024-01-29 20:21 | 2024-01-26 | CMC | COMMERCIAL METALS Co | SLOAN LINDSAY L | Officer; VP & Chief Accounting Officer | Steel | SALE | $51.52 | 600 | $30,912 | 12,338 | -4.6% |
| 2024-01-30 04:00 | 2024-01-29 | TMST | Metallus Inc. | WESTBROOKS KRISTOPHER R | Officer; EVP, Chief Financial Officer | Steel | OPT+S | $20.62 | 11,812 | $243,612 | 171,463 | -6.4% |
| 2024-01-30 04:00 | 2024-01-29 | TMST | Metallus Inc. | Williams Michael S | Director, Officer; President & CEO | Steel | SALE | $21.02 | 9,500 | $199,725 | 347,172 | -2.7% |
| 2024-01-30 01:41 | 2024-01-29 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $54.68 | 77,800 | $4,254,446 | 52,775,838 | -0.1% |
| 2024-01-26 18:15 | 2024-01-24 | FUL | FULLER H B CO | Campe Heather | Officer; Sr. VP, International Growth | Specialty Chemicals | OPT+S | $77.05 | 13,243 | $1,020,427 | 20,406 | -39.4% |
| 2024-01-25 00:53 | 2024-01-22 | SSD | Simpson Manufacturing Co., Inc. | Dankel Roger | Officer; EVP, NA Sales | Lumber & Wood Production | SALE | $184.16 | 850 | $156,536 | 27,330 | -3.0% |
| 2024-01-25 02:51 | 2024-01-23 | DC | Dakota Gold Corp. | ABERLE GERALD MICHAEL | Director, Officer; Chief Operating Officer | Gold | BUY | $2.23 | 2,102 | $4,687 | 4,272,648 | +0.0% |
| 2024-01-25 03:00 | 2024-01-23 | TMST | Metallus Inc. | Williams Michael S | Director, Officer; President & CEO | Steel | SALE | $21.00 | 1,153 | $24,213 | 356,672 | -0.3% |
| 2024-01-24 15:00 | 2024-01-22 | CMP | COMPASS MINERALS INTERNATIONAL INC | Reece Joseph E | Director | Other Industrial Metals & Mining | BUY | $21.24 | 5,000 | $106,200 | 16,000 | +45.5% |
| 2024-01-23 02:54 | 2024-01-18 | DC | Dakota Gold Corp. | ABERLE GERALD MICHAEL | Director, Officer; Chief Operating Officer | Gold | BUY | $2.14 | 9,161 | $19,640 | 4,270,546 | +0.2% |
| 2024-01-22 18:37 | 2024-01-18 | CMC | COMMERCIAL METALS Co | Smith Barbara | Director, Officer; Executive Chairman | Steel | SALE | $49.94 | 57,194 | $2,856,268 | 156,185 | -26.8% |
| 2024-01-23 03:46 | 2024-01-22 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $53.59 | 77,800 | $4,169,520 | 52,853,638 | -0.1% |
| 2024-01-23 01:06 | 2024-01-18 | THM | INTERNATIONAL TOWER HILL MINES LTD | PAULSON & CO. INC. | 10% owner | Gold | BUY | $0.66 | 2,268,256 | $1,506,122 | 64,198,980 | +3.7% |
| 2024-01-20 03:07 | 2024-01-18 | PPTA | PERPETUA RESOURCES CORP. | Robison Chris J | Director | Other Precious Metals & Mining | BUY | $2.95 | 10,000 | $29,500 | 60,000 | +20.0% |
| 2024-01-18 19:33 | 2024-01-16 | CMC | COMMERCIAL METALS Co | Smith Barbara | Director, Officer; Executive Chairman | Steel | SALE | $49.89 | 142,806 | $7,124,591 | 213,379 | -40.1% |
| 2024-01-18 00:16 | 2024-01-12 | WS | Worthington Steel, Inc. | Chiappone Charles M | Director | Steel | BUY | $28.08 | 1,850 | $51,954 | 7,033 | +35.7% |
| 2024-01-18 00:38 | 2024-01-16 | ODC | Oil-Dri Corp of America | Christiansen Aaron | Officer; Vice President of Operations | Specialty Chemicals | SALE | $66.31 | 1,070 | $70,952 | 20,000 | -5.1% |
| 2024-01-17 02:00 | 2024-01-16 | TMST | Metallus Inc. | Raketich Kevin A | Officer; EVP, Chief Commercial Officer | Steel | SALE | $20.42 | 2,000 | $40,840 | 80,902 | -2.4% |
| 2024-01-17 03:11 | 2023-03-23 | MAGE | MAGELLAN COPPER & GOLD Corp | Gold Express Mines, Inc. | 10% owner | Gold | BUY | $0.14 | 1,000,000 | $140,000 | 6,000,000 | +20.0% |
| 2024-01-17 01:43 | 2024-01-16 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $54.72 | 77,800 | $4,257,014 | 52,931,438 | -0.1% |
| 2024-01-13 03:00 | 2024-01-11 | TMST | Metallus Inc. | Williams Michael S | Director, Officer; President & CEO | Steel | SALE | $20.65 | 12,453 | $257,172 | 357,825 | -3.4% |
| 2024-01-11 22:26 | 2024-01-11 | VGZ | VISTA GOLD CORP | Stevenson Tracy Austin | Director | Gold | BUY | $0.37 | 20,000 | $7,324 | 453,199 | +4.6% |
| 2024-01-12 00:23 | 2024-01-10 | RPM | RPM INTERNATIONAL INC/DE/ | Kinser Timothy R. | Officer; VP-Operations | Specialty Chemicals | SALE | $107.00 | 2,380 | $254,660 | 20,767 | -10.3% |
| 2024-01-11 01:33 | 2024-01-09 | CTGO | Contango ORE, Inc. | Van Nieuwenhuyse Rick | Director, Officer; President and CEO | Gold | SALE | $16.39 | 1,056 | $17,308 | 503,896 | -0.2% |
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.