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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023-12-19 00:05 | 2023-12-14 | TSE | Trinseo PLC | FARRELL MATTHEW | Director | Specialty Chemicals | BUY | $7.21 | 50,000 | $360,500 | 79,510 | +169.4% |
| 2023-12-16 02:27 | 2023-12-13 | ORGN | Origin Materials, Inc. | Lee Joshua C. | Officer; General Counsel | Chemicals | SALE | $0.77 | 17,500 | $13,556 | 261,194 | -6.3% |
| 2023-12-16 02:26 | 2023-12-13 | ORGN | Origin Materials, Inc. | Riley Richard J. | Director, Officer; Co-CEO and Director | Chemicals | SALE | $0.78 | 35,430 | $27,480 | 468,070 | -7.0% |
| 2023-12-16 02:25 | 2023-12-13 | ORGN | Origin Materials, Inc. | Bissell John | Director, Officer; Co-CEO and Director | Chemicals | SALE | $0.78 | 40,000 | $31,224 | 1,173,828 | -3.3% |
| 2023-12-16 00:11 | 2023-12-14 | KOP | Koppers Holdings Inc. | Dowd Joseph P | Officer; VP, Zero Harm | Specialty Chemicals | SALE | $45.33 | 2,600 | $117,858 | 35,142 | -6.9% |
| 2023-12-16 00:08 | 2023-12-14 | KOP | Koppers Holdings Inc. | Sullivan James A. | Officer; Ex. VP Chief Operating Officer | Specialty Chemicals | OPT+S | $45.01 | 594 | $26,736 | 94,786 | -0.6% |
| 2023-12-16 00:05 | 2023-12-13 | LWLG | Lightwave Logic, Inc. | LEONBERGER FREDERICK J | Director | Specialty Chemicals | SALE | $4.67 | 75,000 | $350,528 | 179,128 | -29.5% |
| 2023-12-15 04:30 | 2023-12-14 | AVD | AMERICAN VANGUARD CORP | Trogele Ulrich | Officer; See Remarks | Agricultural Inputs | BUY | $10.73 | 5,000 | $53,625 | 191,676 | +2.7% |
| 2023-12-15 03:31 | 2023-12-12 | HDSN | HUDSON TECHNOLOGIES INC /NY | Parrillo Richard | Director | Specialty Chemicals | SALE | $13.00 | 72,604 | $943,620 | 179,768 | -28.8% |
| 2023-12-15 00:32 | 2023-12-14 | TMST | Metallus Inc. | Raketich Kevin A | Officer; EVP, Chief Commercial Officer | Steel | SALE | $21.86 | 4,164 | $91,028 | 82,902 | -4.8% |
| 2023-12-15 00:03 | 2023-12-08 | SMG | SCOTTS MIRACLE-GRO CO | Mistretta Nancy G. | Director | Agricultural Inputs | SALE | $61.28 | 4,200 | $257,390 | 17,512 | -19.3% |
| 2023-12-15 00:43 | 2023-12-13 | VMC | Vulcan Materials CO | Bass Stanley G | Officer; Chief Strategy Officer | Building Materials | OPT+S | $221.09 | 1,601 | $353,965 | 24,981 | -6.0% |
| 2023-12-14 20:08 | 2023-12-12 | SHW | SHERWIN WILLIAMS CO | GARCEAU MARY L | Officer; SVP, Gen. Counsel & Secretary | Specialty Chemicals | OPT+S | $292.65 | 923 | $270,116 | 21,363 | -4.1% |
| 2023-12-15 00:37 | 2023-12-12 | KOP | Koppers Holdings Inc. | Sullivan James A. | Officer; Ex. VP Chief Operating Officer | Specialty Chemicals | OPT+S | $44.22 | 22,263 | $984,497 | 94,786 | -19.0% |
| 2023-12-15 00:09 | 2023-12-14 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $55.07 | 77,800 | $4,284,197 | 53,242,638 | -0.1% |
| 2023-12-14 23:54 | 2023-12-13 | SMG | SCOTTS MIRACLE-GRO CO | KELLY THOMAS N JR | Director | Agricultural Inputs | SALE | $56.65 | 4,910 | $278,152 | 10,159 | -32.6% |
| 2023-12-15 03:29 | 2023-12-12 | MLCT | RANGE IMPACT, INC. | LoConti Joseph E. | 10% owner | Other Industrial Metals & Mining | BUY | $0.16 | 106,783 | $17,075 | 4,818,434 | +2.3% |
| 2023-12-14 04:46 | 2023-12-11 | METC | Ramaco Resources, Inc. | Yorktown XI Associates LLC | 10% owner | Coking Coal | SALE | $15.79 | 31,977 | $504,936 | 1,079,022 | -2.9% |
| 2023-12-14 04:46 | 2023-12-11 | METC | Ramaco Resources, Inc. | Yorktown Energy Partners XI, L.P. | 10% owner | Coking Coal | SALE | $15.79 | 31,977 | $504,936 | 1,079,022 | -2.9% |
| 2023-12-14 04:46 | 2023-12-11 | METC | Ramaco Resources, Inc. | Yorktown IX Associates LLC | 10% owner | Coking Coal | SALE | $15.79 | 32,102 | $506,897 | 1,083,332 | -2.9% |
| 2023-12-14 04:46 | 2023-12-11 | METC | Ramaco Resources, Inc. | Yorktown Energy Partners IX, L.P. | 10% owner | Coking Coal | SALE | $15.79 | 32,102 | $506,897 | 1,083,332 | -2.9% |
| 2023-12-14 00:48 | 2023-12-12 | GEVO | Gevo, Inc. | Nurmat Alisher K | Officer; VP Accounting and Treasurer | Specialty Chemicals | SALE | $1.07 | 586 | $627 | 104,919 | -0.6% |
| 2023-12-14 04:46 | 2023-12-11 | METC | Ramaco Resources, Inc. | LEIDEL PETER A | Director | Coking Coal | SALE | $15.79 | 85,216 | $1,345,603 | 1,079,022 | -7.3% |
| 2023-12-14 04:46 | 2023-12-11 | METC | Ramaco Resources, Inc. | LAWRENCE BRYAN H | Director | Coking Coal | SALE | $15.79 | 85,216 | $1,345,603 | 1,079,022 | -7.3% |
| 2023-12-14 00:40 | 2023-12-08 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | Specialty Chemicals | BUY | $12.21 | 3,000 | $36,640 | 303,000 | +1.0% |
| 2023-12-12 22:13 | 2023-12-11 | AVD | AMERICAN VANGUARD CORP | Trogele Ulrich | Officer; See Remarks | Agricultural Inputs | BUY | $10.05 | 2,488 | $25,004 | 186,676 | +1.4% |
| 2023-12-12 22:09 | 2023-12-07 | AVD | AMERICAN VANGUARD CORP | Trogele Ulrich | Officer; See Remarks | Agricultural Inputs | BUY | $9.97 | 5,015 | $50,000 | 184,188 | +2.8% |
| 2023-12-13 00:38 | 2023-12-08 | KOP | Koppers Holdings Inc. | Sullivan James A. | Officer; Ex. VP Chief Operating Officer | Specialty Chemicals | OPT+S | $44.20 | 19,682 | $869,846 | 94,786 | -17.2% |
| 2023-12-12 00:10 | 2023-12-07 | EXP | EAGLE MATERIALS INC | Cribbs Eric | Officer; Executive Vice President | Building Materials | SALE | $186.22 | 700 | $130,354 | 15,654 | -4.3% |
| 2023-12-11 17:36 | 2023-12-08 | SHW | SHERWIN WILLIAMS CO | Petz Heidi G | Director, Officer; President & COO | Specialty Chemicals | OPT+S | $290.24 | 6,699 | $1,944,307 | 14,718 | -31.3% |
| 2023-12-12 03:13 | 2023-12-07 | RYES | Rise Gold Corp. | Myrmikan Gold Fund, LLC | 10% owner | Gold | BUY | $0.18 | 280,000 | $50,400 | 4,472,849 | +6.7% |
| 2023-12-12 03:12 | 2023-12-07 | RYES | Rise Gold Corp. | Oliver Daniel Jr | Director, 10% owner | Gold | BUY | $0.18 | 418,888 | $75,400 | 4,472,849 | +10.3% |
| 2023-12-12 01:13 | 2023-12-11 | GPRE | Green Plains Inc. | Becker Todd A | Director, Officer; President and CEO | Chemicals | BUY | $24.68 | 960 | $23,693 | 696,346 | +0.1% |
| 2023-12-11 15:34 | 2023-12-08 | GPRE | Green Plains Inc. | Becker Todd A | Director, Officer; President and CEO | Chemicals | BUY | $23.08 | 5,419 | $125,071 | 695,386 | +0.8% |
| 2023-12-12 00:09 | 2023-12-07 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | Director, 10% owner | Agricultural Inputs | SALE | $61.09 | 73,927 | $4,516,415 | 13,896,368 | -0.5% |
| 2023-12-09 03:33 | 2023-12-06 | METC | Ramaco Resources, Inc. | Yorktown XI Associates LLC | 10% owner | Coking Coal | SALE | $17.49 | 83,854 | $1,466,271 | 1,083,034 | -7.2% |
| 2023-12-09 03:18 | 2023-12-07 | ASH | Ashland Inc. | BONI ERIC N | Officer; Principal Accounting Officer | Specialty Chemicals | OPT+S | $82.38 | 843 | $69,446 | 13,072 | -6.1% |
| 2023-12-09 03:37 | 2023-12-06 | METC | Ramaco Resources, Inc. | Yorktown Energy Partners XI, L.P. | 10% owner | Coking Coal | SALE | $17.49 | 83,854 | $1,466,271 | 1,083,034 | -7.2% |
| 2023-12-09 03:44 | 2023-12-06 | METC | Ramaco Resources, Inc. | Yorktown IX Associates LLC | 10% owner | Coking Coal | SALE | $17.49 | 84,188 | $1,472,111 | 1,087,363 | -7.2% |
| 2023-12-09 02:46 | 2023-12-06 | METC | Ramaco Resources, Inc. | Yorktown Energy Partners IX, L.P. | 10% owner | Coking Coal | SALE | $17.49 | 84,188 | $1,472,111 | 1,087,363 | -7.2% |
| 2023-12-09 00:05 | 2023-12-07 | MTX | MINERALS TECHNOLOGIES INC | DIETRICH DOUGLAS T | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $63.40 | 13,662 | $866,167 | 132,040 | -9.4% |
| 2023-12-09 00:00 | 2023-12-06 | LWLG | Lightwave Logic, Inc. | Bucchi Ronald A | Director | Specialty Chemicals | OPT+S | $4.75 | 27,000 | $128,342 | 81,749 | -24.8% |
| 2023-12-09 01:52 | 2023-12-06 | KOP | Koppers Holdings Inc. | Sullivan James A. | Officer; Ex. VP Chief Operating Officer | Specialty Chemicals | OPT+S | $44.50 | 16,609 | $739,096 | 94,786 | -14.9% |
| 2023-12-09 01:03 | 2023-12-08 | GPRE | Green Plains Inc. | Anderson James D | Director | Chemicals | BUY | $23.20 | 2,500 | $58,000 | 118,906 | +2.1% |
| 2023-12-09 03:46 | 2023-12-06 | METC | Ramaco Resources, Inc. | LEIDEL PETER A | Director | Coking Coal | SALE | $17.49 | 223,465 | $3,907,509 | 1,083,034 | -17.1% |
| 2023-12-09 03:41 | 2023-12-06 | METC | Ramaco Resources, Inc. | LAWRENCE BRYAN H | Director | Coking Coal | SALE | $17.49 | 223,465 | $3,907,509 | 1,083,034 | -17.1% |
| 2023-12-08 23:52 | 2023-12-07 | MTX | MINERALS TECHNOLOGIES INC | CIPOLLA MICHAEL | Officer; VICE PRESIDENT | Specialty Chemicals | OPT+S | $63.36 | 4,818 | $305,278 | 34,040 | -12.4% |
| 2023-12-09 03:53 | 2023-12-07 | CTGO | Contango ORE, Inc. | COMPOFELICE JOSEPH S | Director | Gold | SALE | $22.06 | 4,500 | $99,270 | 154,776 | -2.8% |
| 2023-12-08 00:50 | 2023-12-07 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $53.89 | 77,800 | $4,192,393 | 53,320,438 | -0.1% |
| 2023-12-07 01:57 | 2023-12-05 | BCC | BOISE CASCADE Co | Taylor Sue Ying | Director | Lumber & Wood Production | SALE | $113.49 | 1,503 | $170,580 | 8,139 | -15.6% |
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.