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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023-12-07 00:24 | 2023-12-05 | KOP | Koppers Holdings Inc. | Sullivan James A. | Officer; Ex. VP Chief Operating Officer | Specialty Chemicals | OPT+S | $45.15 | 17,544 | $792,112 | 94,786 | -15.6% |
| 2023-12-07 01:25 | 2023-12-04 | DYNR | DYNARESOURCE, INC. | ROSE MATTHEW K | Director, 10% owner | Other Precious Metals & Mining | BUY | $2.24 | 42,698 | $95,644 | 491,479 | +9.5% |
| 2023-12-06 01:22 | 2023-12-04 | RS | RELIANCE, INC. | Hynes Michael R | Officer; Sr. VP, Operations | Steel | SALE | $278.86 | 1,057 | $294,751 | 5,956 | -15.1% |
| 2023-12-05 23:38 | 2023-12-05 | APD | Air Products and Chemicals Inc. | Kutz Jeffrey | Officer; VP, Controller & PAO | Specialty Chemicals | SALE | $264.74 | 107 | $28,327 | 1,270 | -7.8% |
| 2023-12-06 00:10 | 2023-11-28 | RLEA | Rubber Leaf Inc | Wang Hua | Director, Officer; CFO and Secretary | Specialty Chemicals | SALE | $5.59 | 4,351 | $24,322 | 2,595,649 | -0.2% |
| 2023-12-05 22:08 | 2023-12-01 | KWR | QUAKER CHEMICAL CORP | QH Hungary Holdings Ltd | 10% owner | Specialty Chemicals | BUY | $0.00 | 17,737 | $0 | 4,010,114 | +0.4% |
| 2023-12-05 22:11 | 2023-12-01 | KWR | QUAKER CHEMICAL CORP | Gulf Hungary Holding Korlatolt Felelossegu Tarsasag | 10% owner | Specialty Chemicals | BUY | $0.00 | 17,737 | $0 | 4,010,114 | +0.4% |
| 2023-12-05 22:11 | 2023-12-01 | KWR | QUAKER CHEMICAL CORP | Gulf Hungary Holding Korlatolt Felelossegu Tarsasag | 10% owner | Specialty Chemicals | SALE | $0.00 | 17,737 | $0 | 5,017 | -78.0% |
| 2023-12-06 01:14 | 2023-12-04 | AXTA | Axalta Coating Systems Ltd. | Awada Hadi | Officer; SVP, Glbl Mobility Coatings | Specialty Chemicals | SALE | $31.99 | 10,500 | $335,895 | 14,656 | -41.7% |
| 2023-12-06 01:46 | 2023-12-04 | ECL | ECOLAB INC. | Marsh Laurie M | Officer; EVP - HUMAN RESOURCES | Specialty Chemicals | OPT+S | $191.41 | 11,917 | $2,281,081 | 20,538 | -36.7% |
| 2023-12-06 01:19 | 2023-12-04 | RS | RELIANCE, INC. | HOFFMAN JAMES DONALD | Director | Steel | SALE | $278.86 | 10,183 | $2,839,630 | 9,497 | -51.7% |
| 2023-12-06 01:20 | 2023-12-04 | RS | RELIANCE, INC. | Lewis Karla R | Director, Officer; President, CEO | Steel | SALE | $278.87 | 5,374 | $1,498,643 | 83,884 | -6.0% |
| 2023-12-06 00:35 | 2023-12-01 | NEM | NEWMONT Corp /DE/ | Atkinson Robert D | Officer; EVP & COO | Gold | SALE | $40.25 | 5,500 | $221,375 | 59,751 | -8.4% |
| 2023-12-05 00:33 | 2023-11-30 | ECL | ECOLAB INC. | Alfano Nicholas J. | Officer; EVP & PRES - GLOBAL INDUSTRIAL | Specialty Chemicals | OPT+S | $189.63 | 6,000 | $1,137,762 | 9,717 | -38.2% |
| 2023-12-05 00:46 | 2023-11-30 | MTX | MINERALS TECHNOLOGIES INC | Hastings Jonathan J | Officer; Senior Vice President | Specialty Chemicals | OPT+S | $62.44 | 8,960 | $559,457 | 49,131 | -15.4% |
| 2023-12-05 00:36 | 2023-12-01 | ECL | ECOLAB INC. | MacLennan David | Director | Specialty Chemicals | BUY | $191.53 | 800 | $153,221 | 16,070 | +5.2% |
| 2023-12-05 00:20 | 2023-12-01 | KOP | Koppers Holdings Inc. | BALL M LEROY | Director, Officer; President and CEO | Specialty Chemicals | OPT+S | $44.60 | 13,102 | $584,370 | 296,421 | -4.2% |
| 2023-12-02 03:56 | 2023-11-29 | METC | Ramaco Resources, Inc. | Yorktown XI Associates LLC | 10% owner | Coking Coal | SALE | $17.10 | 82,988 | $1,418,755 | 1,085,652 | -7.1% |
| 2023-12-02 03:56 | 2023-11-29 | METC | Ramaco Resources, Inc. | Yorktown Energy Partners XI, L.P. | 10% owner | Coking Coal | SALE | $17.10 | 82,988 | $1,418,755 | 1,085,652 | -7.1% |
| 2023-12-02 03:56 | 2023-11-29 | METC | Ramaco Resources, Inc. | Yorktown IX Associates LLC | 10% owner | Coking Coal | SALE | $17.10 | 83,320 | $1,424,430 | 1,089,990 | -7.1% |
| 2023-12-02 03:56 | 2023-11-29 | METC | Ramaco Resources, Inc. | Yorktown Energy Partners IX, L.P. | 10% owner | Coking Coal | SALE | $17.10 | 83,320 | $1,424,430 | 1,089,990 | -7.1% |
| 2023-12-02 00:42 | 2023-11-30 | RS | RELIANCE, INC. | HOFFMAN JAMES DONALD | Director | Steel | SALE | $272.49 | 10,000 | $2,724,929 | 94,042 | -9.6% |
| 2023-12-02 02:59 | 2023-11-29 | KOP | Koppers Holdings Inc. | Hyde Leslie S | Officer; SVP, Chief Sustainability Offi | Specialty Chemicals | OPT+S | $45.11 | 18,383 | $829,226 | 50,386 | -26.7% |
| 2023-12-02 03:56 | 2023-11-29 | METC | Ramaco Resources, Inc. | LEIDEL PETER A | Director | Coking Coal | SALE | $17.10 | 221,160 | $3,780,929 | 1,085,652 | -16.9% |
| 2023-12-02 03:56 | 2023-11-29 | METC | Ramaco Resources, Inc. | LAWRENCE BRYAN H | Director | Coking Coal | SALE | $17.10 | 221,160 | $3,780,929 | 1,085,652 | -16.9% |
| 2023-12-01 00:19 | 2023-11-30 | CTGO | Contango ORE, Inc. | Shortz Richard | Director | Gold | SALE | $22.91 | 30,000 | $687,300 | 94,250 | -24.1% |
| 2023-12-01 02:16 | 2023-11-30 | VMC | Vulcan Materials CO | Clement David P | Officer; Senior Vice President | Building Materials | OPT+S | $212.00 | 764 | $161,968 | 2,887 | -20.9% |
| 2023-12-01 00:29 | 2023-11-30 | NG | NOVAGOLD RESOURCES INC | MADHAVPEDDI KALIDAS V | Director | Gold | OPT+S | $4.17 | 10,947 | $45,649 | 49,875 | -18.0% |
| 2023-12-01 00:28 | 2023-11-28 | NG | NOVAGOLD RESOURCES INC | Lang Gregory A. | Director, Officer; President and CEO | Gold | OPT+S | $4.17 | 99,722 | $416,190 | 9,635 | -91.2% |
| 2023-11-30 00:02 | 2023-11-27 | TMC | TMC the metals Co Inc. | O'Sullivan Anthony | Officer; Chief Development Officer | Other Industrial Metals & Mining | SALE | $1.38 | 50,000 | $69,000 | 385,110 | -11.5% |
| 2023-11-30 00:36 | 2023-11-28 | CTVA | Corteva, Inc. | Eathington Samuel R | Officer; See Remarks | Agricultural Inputs | BUY | $46.07 | 1,094 | $50,401 | 41,066 | +2.7% |
| 2023-11-29 21:44 | 2023-11-27 | FMC | FMC CORP | Pallash Robert C | Director | Agricultural Inputs | BUY | $52.48 | 3,845 | $201,786 | 47,871 | +8.7% |
| 2023-11-29 19:15 | 2023-11-28 | NG | NOVAGOLD RESOURCES INC | GARRETT DIANE R | Director | Gold | OPT+S | $4.11 | 9,972 | $40,985 | 25,070 | -28.5% |
| 2023-11-29 04:55 | 2023-11-24 | METC | Ramaco Resources, Inc. | Yorktown XI Associates LLC | 10% owner | Coking Coal | SALE | $17.17 | 88,558 | $1,520,328 | 1,088,464 | -7.5% |
| 2023-11-29 04:54 | 2023-11-24 | METC | Ramaco Resources, Inc. | Yorktown IX Associates LLC | 10% owner | Coking Coal | SALE | $17.17 | 88,912 | $1,526,406 | 1,092,813 | -7.5% |
| 2023-11-29 04:55 | 2023-11-24 | METC | Ramaco Resources, Inc. | Yorktown Energy Partners IX, L.P. | 10% owner | Coking Coal | SALE | $17.17 | 88,558 | $1,520,328 | 1,088,464 | -7.5% |
| 2023-11-29 04:54 | 2023-11-24 | METC | Ramaco Resources, Inc. | Yorktown Energy Partners IX, L.P. | 10% owner | Coking Coal | SALE | $17.17 | 88,912 | $1,526,406 | 1,092,813 | -7.5% |
| 2023-11-29 04:54 | 2023-11-24 | METC | Ramaco Resources, Inc. | LEIDEL PETER A | Director | Coking Coal | SALE | $17.17 | 236,001 | $4,051,571 | 1,088,464 | -17.8% |
| 2023-11-29 04:54 | 2023-11-24 | METC | Ramaco Resources, Inc. | LAWRENCE BRYAN H | Director | Coking Coal | SALE | $17.17 | 236,001 | $4,051,571 | 1,088,464 | -17.8% |
| 2023-11-29 00:53 | 2023-11-28 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $52.21 | 77,800 | $4,062,296 | 53,398,238 | -0.1% |
| 2023-11-28 04:50 | 2023-11-27 | TMC | TMC the metals Co Inc. | Shesky Craig | Officer; Chief Financial Officer | Other Industrial Metals & Mining | SALE | $1.26 | 31,057 | $39,036 | 779,641 | -3.8% |
| 2023-11-28 03:06 | 2023-11-27 | CDE | Coeur Mining, Inc. | Watkinson Kenneth J | Officer; VP, Corporate Controller & CAO | Gold | SALE | $2.81 | 7,000 | $19,684 | 134,051 | -5.0% |
| 2023-11-28 01:00 | 2023-11-27 | TMST | Metallus Inc. | WESTBROOKS KRISTOPHER R | Officer; EVP, Chief Financial Officer | Steel | OPT+S | $20.48 | 11,812 | $241,949 | 171,463 | -6.4% |
| 2023-11-25 01:00 | 2023-11-24 | TMST | Metallus Inc. | SYRVALIN KRISTINE C | Officer; EVP General Counsel | Steel | OPT+S | $20.36 | 7,340 | $149,439 | 76,409 | -8.8% |
| 2023-11-22 19:24 | 2023-11-21 | IE | Ivanhoe Electric Inc. | Melvin Joseph Taylor | Director, Officer; President and CEO | Copper | SALE | $10.27 | 61,953 | $636,257 | 708,047 | -8.0% |
| 2023-11-23 00:02 | 2023-11-20 | TMC | TMC the metals Co Inc. | Stone Gregory | Officer; Chief Ocean Scientist | Other Industrial Metals & Mining | SALE | $1.06 | 25,000 | $26,425 | 385,365 | -6.1% |
| 2023-11-23 00:07 | 2023-11-22 | UFPI | UFP INDUSTRIES INC | Benton Patrick M. | Officer; Pres, UFP Construction, LLC | Lumber & Wood Production | SALE | $110.40 | 468 | $51,667 | 122,578 | -0.4% |
| 2023-11-23 00:00 | 2023-11-21 | CBT | CABOT CORP | Kalita Karen A | Officer; SVP and General Counsel | Specialty Chemicals | OPT+S | $77.78 | 22,574 | $1,755,758 | 35,167 | -39.1% |
| 2023-11-23 00:06 | 2023-11-20 | LYB | LyondellBasell Industries N.V. | Kaplan Jeffrey A | Officer; EVP and General Counsel | Specialty Chemicals | OPT+S | $96.83 | 15,934 | $1,542,833 | 44,876 | -26.2% |
| 2023-11-23 00:18 | 2023-11-21 | AVD | AMERICAN VANGUARD CORP | ROSENBLOOM KEITH M | Director | Agricultural Inputs | BUY | $9.05 | 5,700 | $51,579 | 974,155 | +0.6% |
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.