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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-01-09 01:07 | 2024-01-08 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $56.49 | 77,800 | $4,395,109 | 53,009,238 | -0.1% |
| 2024-01-05 02:10 | 2024-01-02 | CTGO | Contango ORE, Inc. | Van Nieuwenhuyse Rick | Director, Officer; President and CEO | Gold | SALE | $16.80 | 3,769 | $63,308 | 457,952 | -0.8% |
| 2024-01-05 01:02 | 2024-01-02 | CTGO | Contango ORE, Inc. | JUNEAU JOHN B | Director, Officer; Chairman | Gold | SALE | $17.91 | 72 | $1,290 | 281,120 | 0.0% |
| 2024-01-05 00:48 | 2024-01-02 | NEM | NEWMONT Corp /DE/ | Atkinson Robert D | Officer; EVP & COO | Gold | SALE | $41.26 | 5,500 | $226,930 | 54,251 | -9.2% |
| 2024-01-05 01:07 | 2024-01-02 | CTGO | Contango ORE, Inc. | COMPOFELICE JOSEPH S | Director | Gold | SALE | $17.91 | 72 | $1,290 | 154,704 | 0.0% |
| 2024-01-04 00:26 | 2023-12-22 | RLEA | Rubber Leaf Inc | Wang Hua | Director, Officer; CFO and Secretary | Specialty Chemicals | SALE | $5.59 | 2,683 | $14,998 | 2,592,966 | -0.1% |
| 2024-01-03 00:55 | 2023-12-28 | CENX | CENTURY ALUMINUM CO | Trpkovski Peter A | Officer; SVP, Finance and Treasurer | Aluminum | SALE | $12.32 | 13,908 | $171,347 | 41,998 | -24.9% |
| 2024-01-03 02:11 | 2024-01-02 | ASIX | AdvanSix Inc. | Kintiroglou Achilles B. | Officer; SVP, General Counsel | Chemicals | SALE | $30.00 | 500 | $15,000 | 27,099 | -1.8% |
| 2023-12-29 01:45 | 2023-12-26 | CENX | CENTURY ALUMINUM CO | Gary Jesse E | Director, Officer; President and CEO | Aluminum | SALE | $12.59 | 138,162 | $1,740,137 | 76,443 | -64.4% |
| 2023-12-29 01:39 | 2023-12-28 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $55.25 | 77,800 | $4,298,559 | 53,087,038 | -0.1% |
| 2023-12-28 01:52 | 2023-12-27 | TMST | Metallus Inc. | WESTBROOKS KRISTOPHER R | Officer; EVP, Chief Financial Officer | Steel | OPT+S | $24.10 | 15,949 | $384,417 | 171,463 | -8.5% |
| 2023-12-26 16:57 | 2023-12-20 | SVFD | Nexentis Technologies Inc. | Weiss Amitay | Director | Agricultural Inputs | BUY | $0.00 | 100,000 | $0 | 100,000 | +100.0% |
| 2023-12-26 16:55 | 2023-12-20 | SVFD | Nexentis Technologies Inc. | Rosenbloom Ronen | Director | Agricultural Inputs | BUY | $0.00 | 14,500 | $0 | 14,500 | +100.0% |
| 2023-12-26 16:53 | 2023-12-20 | SVFD | Nexentis Technologies Inc. | Kalifi Udi Ovadia | Director | Agricultural Inputs | BUY | $0.00 | 14,500 | $0 | 18,457 | +366.4% |
| 2023-12-26 16:52 | 2023-12-20 | SVFD | Nexentis Technologies Inc. | Berenstein Israel Yakov | Director | Agricultural Inputs | BUY | $0.00 | 14,500 | $0 | 14,500 | +100.0% |
| 2023-12-26 16:50 | 2023-12-20 | SVFD | Nexentis Technologies Inc. | Arbib Eliahou | Director | Agricultural Inputs | BUY | $0.00 | 14,500 | $0 | 14,500 | +100.0% |
| 2023-12-26 17:00 | 2023-12-21 | RNGE | RANGE IMPACT, INC. | Cavanaugh Michael R. | Director, Officer; Chief Executive Officer | Other Industrial Metals & Mining | BUY | $0.15 | 1,000,000 | $150,000 | 1,879,791 | +113.7% |
| 2023-12-27 00:33 | 2023-12-26 | GEVO | Gevo, Inc. | Shafer Andrew | Officer; Chief Mktg Cust & Brnd Officer | Specialty Chemicals | SALE | $1.23 | 24,978 | $30,723 | 156,841 | -13.7% |
| 2023-12-26 17:00 | 2023-12-21 | RNGE | RANGE IMPACT, INC. | FEIGHAN EDWARD F | Director | Other Industrial Metals & Mining | BUY | $0.15 | 666,667 | $100,000 | 3,005,689 | +28.5% |
| 2023-12-22 16:43 | 2023-12-20 | NUE | NUCOR CORP | Jellison Douglas J | Officer; Executive Vice President | Steel | SALE | $176.83 | 11,491 | $2,031,954 | 127,615 | -8.3% |
| 2023-12-23 00:15 | 2023-12-20 | KWR | QUAKER CHEMICAL CORP | Bijlani Jeewat | Officer; EVP, Chief Strategy Officer | Specialty Chemicals | OPT+S | $220.00 | 6,338 | $1,394,368 | 5,099 | -55.4% |
| 2023-12-23 03:55 | 2023-12-20 | CENX | CENTURY ALUMINUM CO | Hoffman Robert F | Officer; VP, IT and CAO | Aluminum | SALE | $12.06 | 12,000 | $144,720 | 38,553 | -23.7% |
| 2023-12-23 00:00 | 2023-12-22 | NB | NIOCORP DEVELOPMENTS LTD | Shah Neal S. | Officer; Chief Financial Officer | Other Industrial Metals & Mining | BUY | $0.00 | 9,360 | $0 | 65,670 | +16.6% |
| 2023-12-23 00:00 | 2023-12-22 | NB | NIOCORP DEVELOPMENTS LTD | Smith Mark A. | Officer; President & CEO | Other Industrial Metals & Mining | BUY | $0.00 | 46,801 | $0 | 2,088,596 | +2.3% |
| 2023-12-22 22:29 | 2023-12-20 | MTX | MINERALS TECHNOLOGIES INC | MONAGLE DJ III | Officer; Group President | Specialty Chemicals | OPT+S | $68.08 | 14,598 | $993,803 | 76,720 | -16.0% |
| 2023-12-23 00:00 | 2023-12-22 | NB | NIOCORP DEVELOPMENTS LTD | Kehler Dean C | Director | Other Industrial Metals & Mining | BUY | $0.00 | 78,003 | $0 | 78,003 | +100.0% |
| 2023-12-21 16:19 | 2023-12-19 | NUE | NUCOR CORP | Behr Allen C | Officer; Executive Vice President | Steel | SALE | $176.50 | 6,000 | $1,059,000 | 78,273 | -7.1% |
| 2023-12-21 22:06 | 2023-12-20 | VGZ | VISTA GOLD CORP | Tobler Douglas L. | Officer; CFO | Gold | BUY | $0.45 | 3,500 | $1,558 | 282,088 | +1.3% |
| 2023-12-21 16:06 | 2023-12-19 | NUE | NUCOR CORP | Utermark D. Chad | Officer; Executive Vice President | Steel | SALE | $176.56 | 4,255 | $751,245 | 185,021 | -2.2% |
| 2023-12-22 00:41 | 2023-12-20 | SSD | Simpson Manufacturing Co., Inc. | Dankel Roger | Officer; EVP, NA Sales | Lumber & Wood Production | SALE | $195.82 | 850 | $166,447 | 27,135 | -3.0% |
| 2023-12-21 16:02 | 2023-12-19 | NUE | NUCOR CORP | Gangestad Nicholas C | Director | Steel | BUY | $176.61 | 1,000 | $176,609 | 1,000 | +100.0% |
| 2023-12-21 16:16 | 2023-12-19 | NUE | NUCOR CORP | Keller Michael D | Officer; Vice Pres. and Corp. Contro | Steel | SALE | $177.46 | 6,771 | $1,201,548 | 24,403 | -21.7% |
| 2023-12-22 00:30 | 2023-12-20 | GURE | GULF RESOURCES, INC. | Miao Naihui | Director, Officer; COO & Secretary | Chemicals | SALE | $2.50 | 110,000 | $275,000 | 18,115 | -85.9% |
| 2023-12-22 00:30 | 2023-12-20 | GURE | GULF RESOURCES, INC. | Liu Xiaobin | Director, Officer; Chief Executive Officer | Chemicals | SALE | $2.50 | 110,000 | $275,000 | 18,115 | -85.9% |
| 2023-12-22 00:30 | 2023-12-20 | GURE | GULF RESOURCES, INC. | Li Min | Officer; Chief Financial Officer | Chemicals | SALE | $2.50 | 110,000 | $275,000 | 18,115 | -85.9% |
| 2023-12-22 00:12 | 2023-12-20 | KOP | Koppers Holdings Inc. | BALL M LEROY | Director, Officer; President and CEO | Specialty Chemicals | OPT+S | $49.27 | 7,000 | $344,890 | 296,421 | -2.3% |
| 2023-12-22 04:12 | 2023-12-21 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $53.42 | 77,800 | $4,156,325 | 53,164,838 | -0.1% |
| 2023-12-21 19:14 | 2023-12-19 | STLD | STEEL DYNAMICS INC | MARCUCCILLI JAMES C | Director | Steel | SALE | $122.43 | 25,454 | $3,116,206 | 59,989 | -29.8% |
| 2023-12-20 17:15 | 2023-12-18 | NUE | NUCOR CORP | Murphy Gregory J | Officer; Executive Vice President | Steel | SALE | $177.05 | 9,800 | $1,735,090 | 58,418 | -14.4% |
| 2023-12-20 16:50 | 2023-12-18 | NUE | NUCOR CORP | Topalian Leon J | Officer; Chair, President and CEO | Steel | SALE | $176.28 | 15,000 | $2,644,257 | 140,558 | -9.6% |
| 2023-12-20 20:56 | 2023-12-18 | NUE | NUCOR CORP | Sumoski David A | Officer; Chief Operating Officer | Steel | OPT+S | $175.01 | 28,768 | $5,034,587 | 200,638 | -12.5% |
| 2023-12-21 00:41 | 2023-12-20 | KOP | Koppers Holdings Inc. | Pearce Bradley A | Officer; Chief Accounting Officer | Specialty Chemicals | SALE | $49.82 | 1,000 | $49,824 | 28,128 | -3.4% |
| 2023-12-20 01:02 | 2023-12-18 | TMQ | Trilogy Metals Inc. | Sanders Elaine | Officer; VP & CFO | Other Industrial Metals & Mining | SALE | $0.42 | 100,000 | $41,700 | 2,664,233 | -3.6% |
| 2023-12-20 00:13 | 2023-12-19 | STLD | STEEL DYNAMICS INC | Pushis Glenn | Officer; Senior Vice President | Steel | SALE | $123.06 | 12,113 | $1,490,626 | 149,407 | -7.5% |
| 2023-12-20 00:13 | 2023-12-18 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | Specialty Chemicals | BUY | $13.99 | 6,000 | $83,940 | 309,000 | +2.0% |
| 2023-12-19 00:12 | 2023-12-14 | KWR | QUAKER CHEMICAL CORP | Bijlani Jeewat | Officer; EVP, Chief Strategy Officer | Specialty Chemicals | SALE | $200.00 | 2,900 | $580,000 | 5,099 | -36.3% |
| 2023-12-19 01:03 | 2023-12-14 | MTX | MINERALS TECHNOLOGIES INC | ARGIRAKIS BRETT | Officer; Group President | Specialty Chemicals | OPT+S | $66.84 | 2,655 | $177,460 | 19,011 | -12.3% |
| 2023-12-19 00:56 | 2023-12-18 | ASIX | AdvanSix Inc. | Kintiroglou Achilles B. | Officer; SVP, General Counsel | Chemicals | SALE | $30.00 | 1,000 | $30,000 | 27,599 | -3.5% |
| 2023-12-19 00:30 | 2023-12-14 | CBT | CABOT CORP | McLaughlin Erica | Officer; Executive Vice President, CFO | Specialty Chemicals | OPT+S | $81.79 | 36,119 | $2,954,249 | 59,814 | -37.7% |
| 2023-12-19 02:00 | 2023-12-18 | TMST | Metallus Inc. | WESTBROOKS KRISTOPHER R | Officer; EVP, Chief Financial Officer | Steel | OPT+S | $23.00 | 7,657 | $176,111 | 171,463 | -4.3% |
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.