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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023-11-13 16:11 | 2023-11-09 | WLKP | Westlake Chemical Partners LP | Kenner Andrew | Officer; SVP, Olefin Material & Corp Pr | Chemicals | BUY | $21.48 | 5,000 | $107,400 | 126,609 | +4.1% |
| 2023-11-13 19:20 | 2023-11-13 | APD | Air Products and Chemicals Inc. | Ghasemi Seifi | Officer; Chairman, Pres. and CEO | Specialty Chemicals | BUY | $264.42 | 11,000 | $2,908,620 | 670,673 | +1.7% |
| 2023-11-14 00:39 | 2023-11-09 | AXTA | Axalta Coating Systems Ltd. | MCLAUGHLIN ROBERT M | Director | Specialty Chemicals | SALE | $29.77 | 5,000 | $148,850 | 92,649 | -5.1% |
| 2023-11-14 01:47 | 2023-11-09 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $51.87 | 77,800 | $4,035,673 | 53,631,638 | -0.1% |
| 2023-11-13 14:00 | 2023-11-09 | NG | NOVAGOLD RESOURCES INC | Schutt Ethan | Director | Gold | BUY | $3.59 | 23,677 | $85,000 | 36,991 | +177.8% |
| 2023-11-14 00:22 | 2023-11-10 | RPM | RPM INTERNATIONAL INC/DE/ | Nance Frederick R. | Director | Specialty Chemicals | SALE | $97.77 | 1,266 | $123,773 | 10,015 | -11.2% |
| 2023-11-09 23:26 | 2023-11-07 | RYES | Rise Gold Corp. | Lepard Lawrence Ward | Director, 10% owner | Gold | BUY | $0.18 | 280,000 | $50,400 | 2,559,656 | +12.3% |
| 2023-11-09 20:04 | 2023-11-07 | RYES | Rise Gold Corp. | Oliver Daniel Jr | Director, 10% owner | Gold | BUY | $0.18 | 1,500,000 | $270,000 | 4,192,849 | +55.7% |
| 2023-11-09 15:37 | 2023-11-07 | RYES | Rise Gold Corp. | Mullin Joseph E III | Officer; President and CEO | Gold | BUY | $0.18 | 166,666 | $30,000 | 166,666 | +100.0% |
| 2023-11-09 15:36 | 2023-11-07 | RYES | Rise Gold Corp. | Nauman Clynton R. | Director | Gold | BUY | $0.18 | 166,666 | $30,000 | 166,666 | +100.0% |
| 2023-11-10 02:33 | 2023-11-09 | LODE | Comstock Inc. | Drozdoff Leo M | Director | Other Precious Metals & Mining | BUY | $0.47 | 40,000 | $18,600 | 400,000 | +11.1% |
| 2023-11-08 19:09 | 2023-11-06 | WLKP | Westlake Chemical Partners LP | Kenner Andrew | Officer; SVP, Olefin Material & Corp Pr | Chemicals | BUY | $22.02 | 10,000 | $220,180 | 121,609 | +9.0% |
| 2023-11-08 21:54 | 2023-11-08 | APD | Air Products and Chemicals Inc. | Ghasemi Seifi | Officer; Chairman, Pres. and CEO | Specialty Chemicals | BUY | $252.34 | 10,000 | $2,523,400 | 659,673 | +1.5% |
| 2023-11-09 00:30 | 2023-11-07 | RPM | RPM INTERNATIONAL INC/DE/ | SULLIVAN FRANK C | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $96.03 | 47,447 | $4,556,492 | 1,117,072 | -4.1% |
| 2023-11-09 00:40 | 2023-11-07 | STLD | STEEL DYNAMICS INC | Seaman Bradley S | Director | Steel | SALE | $109.72 | 4,717 | $517,549 | 46,462 | -9.2% |
| 2023-11-08 00:39 | 2023-11-07 | ALB | Albemarle Corporation | Coleman Kristin M. | Officer; EVP, General Counsel | Specialty Chemicals | BUY | $121.86 | 1,373 | $167,314 | 2,746 | +100.0% |
| 2023-11-07 22:55 | 2023-10-30 | MLCT | RANGE IMPACT, INC. | Indemnity National Insurance Co | 10% owner | Other Industrial Metals & Mining | BUY | $0.00 | 1,333,333 | $0 | 21,333,333 | +6.7% |
| 2023-11-08 01:28 | 2023-11-06 | BCC | BOISE CASCADE Co | COOPER STEVEN C | Director | Lumber & Wood Production | SALE | $102.90 | 5,306 | $545,982 | 3,450 | -60.6% |
| 2023-11-06 20:52 | 2023-11-02 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN JAMES | Director, Officer, 10% owner; Chairman, CEO and President | Agricultural Inputs | SALE | $53.02 | 80,692 | $4,278,362 | 44,656 | -64.4% |
| 2023-11-06 19:32 | 2023-11-03 | NG | NOVAGOLD RESOURCES INC | Walsh Anthony P. | Director | Gold | OPT+S | $3.78 | 1,813 | $6,853 | 45,024 | -3.9% |
| 2023-11-06 17:36 | 2023-11-02 | BRGC | North America Lithium & Gold Corp | Jamshidi Shahsavar Mahmood | Director, Officer, 10% owner; Chairman/CEO | Other Industrial Metals & Mining | BUY | $0.47 | 50,000 | $23,500 | 782,953 | +6.8% |
| 2023-11-04 00:06 | 2023-11-03 | UFPI | UFP INDUSTRIES INC | COLE MICHAEL R | Officer; Chief Financial Officer | Lumber & Wood Production | SALE | $102.63 | 1,000 | $102,630 | 182,368 | -0.5% |
| 2023-11-03 23:39 | 2023-11-01 | NEM | NEWMONT Corp /DE/ | Atkinson Robert D | Officer; EVP & COO | Gold | SALE | $37.60 | 5,500 | $206,800 | 65,251 | -7.8% |
| 2023-11-03 23:38 | 2023-11-01 | NEM | NEWMONT Corp /DE/ | Ebel Mark David | Officer; Interim Chief Legal Officer | Gold | SALE | $37.60 | 183 | $6,881 | 21,771 | -0.8% |
| 2023-11-03 23:37 | 2023-11-01 | NEM | NEWMONT Corp /DE/ | Palmer Thomas Ronald | Director, Officer; President & CEO | Gold | SALE | $37.60 | 11,000 | $413,600 | 234,039 | -4.5% |
| 2023-11-03 21:35 | 2023-10-30 | MLCT | RANGE IMPACT, INC. | LoConti Joseph E. | 10% owner | Other Industrial Metals & Mining | BUY | $0.00 | 666,667 | $0 | 13,463,813 | +5.2% |
| 2023-11-01 23:29 | 2023-10-31 | NMGX | Nano Magic Inc. | Rickert Scott E. | Director, Officer, 10% owner; Chairman | Specialty Chemicals | BUY | $0.75 | 4,444 | $3,333 | 633,423 | +0.7% |
| 2023-11-01 23:27 | 2023-10-31 | NMGX | Nano Magic Inc. | Rickert Jeanne M | Director, Officer; Chief Legal Officer | Specialty Chemicals | BUY | $0.75 | 4,444 | $3,333 | 625,173 | +0.7% |
| 2023-10-31 23:09 | 2023-10-31 | VMC | Vulcan Materials CO | Anderson Melissa H. | Director | Building Materials | SALE | $195.92 | 500 | $97,960 | 1,530 | -24.6% |
| 2023-11-01 00:17 | 2023-10-30 | GLGI | GREYSTONE LOGISTICS, INC. | Lockard Drew T. | Director | Specialty Chemicals | BUY | $1.03 | 12,000 | $12,400 | 12,000 | +100.0% |
| 2023-10-31 23:34 | 2023-10-30 | SVBL | SILVER BULL RESOURCES, INC. | Matlack William Fuller | Director | Other Industrial Metals & Mining | BUY | $0.00 | 600,000 | $0 | 800,005 | +300.0% |
| 2023-10-31 23:33 | 2023-10-30 | SVBL | SILVER BULL RESOURCES, INC. | Barry Timothy T. | Director, Officer; Chief Executive Officer | Other Industrial Metals & Mining | BUY | $0.00 | 900,000 | $0 | 1,720,298 | +109.7% |
| 2023-10-31 23:31 | 2023-10-30 | SVBL | SILVER BULL RESOURCES, INC. | Edgar Brian D. | Director, Officer; Chairman | Other Industrial Metals & Mining | BUY | $0.00 | 600,000 | $0 | 849,602 | +240.4% |
| 2023-10-31 04:51 | - | ASPI | ASP Isotopes Inc. | Moore Duncan | Director | Chemicals | BUY | $0.96 | 104,167 | $100,000 | 854,167 | +13.9% |
| 2023-10-31 04:50 | - | ASPI | ASP Isotopes Inc. | Donfeld Joshua Jay | Director | Chemicals | BUY | $0.96 | 104,167 | $100,000 | 1,104,167 | +10.4% |
| 2023-10-31 04:51 | - | ASPI | ASP Isotopes Inc. | Wider Todd | Director | Chemicals | BUY | $0.96 | 94,844 | $91,050 | 494,844 | +23.7% |
| 2023-10-30 22:58 | 2023-10-30 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $49.96 | 77,800 | $3,886,608 | 53,709,438 | -0.1% |
| 2023-10-31 00:50 | 2023-10-27 | LODE | Comstock Inc. | MCCARTHY WILLIAM JOSEPH | Officer; Chief Operating Officer | Other Precious Metals & Mining | BUY | $0.41 | 27,000 | $10,951 | 1,527,000 | +1.8% |
| 2023-10-25 16:48 | 2023-10-23 | CMC | COMMERCIAL METALS Co | MATT PETER R | Director, Officer; President and CEO | Steel | BUY | $40.30 | 6,200 | $249,860 | 92,182 | +7.2% |
| 2023-10-25 20:02 | 2023-10-25 | SHW | SHERWIN WILLIAMS CO | MORIKIS JOHN G | Director, Officer; Chairman & CEO | Specialty Chemicals | BUY | $237.60 | 2,125 | $504,890 | 317,270 | +0.7% |
| 2023-10-24 23:29 | 2023-10-23 | SXT | SENSIENT TECHNOLOGIES CORP | Mitchell E. Craig | Officer; President, Flavors Group | Specialty Chemicals | SALE | $57.39 | 2,608 | $149,673 | 18,477 | -12.4% |
| 2023-10-24 19:20 | 2023-10-20 | XPL | SOLITARIO RESOURCES CORP. | Hesketh James KB | Director | Other Industrial Metals & Mining | BUY | $0.31 | 63,500 | $19,685 | 163,500 | +63.5% |
| 2023-10-24 22:32 | 2023-10-20 | LBSR | LIBERTY STAR URANIUM & METALS CORP. | GROSS BRETT | Director, 10% owner | Other Industrial Metals & Mining | BUY | $0.00 | 250,000 | $0 | 250,000 | +100.0% |
| 2023-10-24 22:32 | 2023-10-20 | LBSR | LIBERTY STAR URANIUM & METALS CORP. | GROSS BRETT | Director, 10% owner | Other Industrial Metals & Mining | SALE | $0.00 | 250,000 | $0 | 0 | -100.0% |
| 2023-10-24 23:04 | 2023-10-10 | LBSR | LIBERTY STAR URANIUM & METALS CORP. | GROSS BRETT | Director, 10% owner | Other Industrial Metals & Mining | SALE | $0.04 | 5,984 | $262 | 0 | -100.0% |
| 2023-10-23 21:33 | 2023-10-23 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $49.75 | 77,800 | $3,870,768 | 53,787,238 | -0.1% |
| 2023-10-23 19:02 | 2023-10-20 | BRGC | North America Lithium & Gold Corp | Jamshidi Shahsavar Mahmood | Director, Officer, 10% owner; Chairman/CEO | Other Industrial Metals & Mining | BUY | $0.54 | 32,000 | $17,280 | 732,953 | +4.6% |
| 2023-10-20 23:38 | 2023-03-31 | CRN | Coronado Global Resources Inc. | Bitzer Jeffrey D | Officer; Group Chief Operating Officer | Coking Coal | OPT+S | $10.73 | 435 | $4,670 | 646 | -40.3% |
| 2023-10-20 23:32 | 2023-03-31 | CRN | Coronado Global Resources Inc. | Spindler Garold | Director, Officer; Executive Chair | Coking Coal | OPT+S | $10.73 | 2,081 | $22,332 | 2,329 | -47.2% |
| 2023-10-19 17:28 | 2023-10-10 | LBSR | LIBERTY STAR URANIUM & METALS CORP. | GROSS BRETT | Director, 10% owner | Other Industrial Metals & Mining | SALE | $0.04 | 5,984 | $262 | 5,984 | -50.0% |
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.