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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023-10-19 01:42 | 2023-10-16 | LCGMF | LION COPPER & GOLD CORP. | Alford Tony L | Director, 10% owner | Other Industrial Metals & Mining | BUY | $0.06 | 150,000 | $8,700 | 43,477,269 | +0.3% |
| 2023-10-17 02:54 | 2023-10-16 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $50.32 | 77,800 | $3,914,857 | 53,865,038 | -0.1% |
| 2023-10-16 18:08 | 2023-10-12 | LBSR | LIBERTY STAR URANIUM & METALS CORP. | O'HEERON PETE | Director, Officer, 10% owner; COB, Secretary, Treasure | Other Industrial Metals & Mining | BUY | $0.04 | 19,500,000 | $780,000 | 19,500,000 | +100.0% |
| 2023-10-13 20:38 | 2023-10-10 | LCGMF | LION COPPER & GOLD CORP. | Alford Tony L | Director, 10% owner | Other Industrial Metals & Mining | BUY | $0.06 | 13,255 | $769 | 43,327,269 | +0.0% |
| 2023-10-10 17:59 | 2023-10-09 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $49.67 | 77,800 | $3,864,287 | 53,942,838 | -0.1% |
| 2023-10-04 23:47 | 2023-10-02 | NEM | NEWMONT Corp /DE/ | Atkinson Robert D | Officer; EVP & COO | Gold | SALE | $36.47 | 5,500 | $200,585 | 70,751 | -7.2% |
| 2023-10-04 23:46 | 2023-10-02 | NEM | NEWMONT Corp /DE/ | Ebel Mark David | Officer; Interim Chief Legal Officer | Gold | SALE | $36.47 | 183 | $6,674 | 21,954 | -0.8% |
| 2023-10-04 23:45 | 2023-10-02 | NEM | NEWMONT Corp /DE/ | Palmer Thomas Ronald | Director, Officer; President & CEO | Gold | SALE | $36.47 | 11,000 | $401,170 | 245,039 | -4.3% |
| 2023-10-03 23:57 | 2023-09-29 | CMT | CORE MOLDING TECHNOLOGIES INC | ANDERSON RENEE R | Officer; EVP, Human Resources | Specialty Chemicals | SALE | $28.47 | 14,953 | $425,637 | 0 | -100.0% |
| 2023-10-03 00:01 | 2023-10-02 | ASIX | AdvanSix Inc. | Kintiroglou Achilles B. | Officer; SVP, General Counsel | Chemicals | SALE | $30.71 | 500 | $15,355 | 28,599 | -1.7% |
| 2023-10-02 23:15 | 2023-09-29 | CMT | CORE MOLDING TECHNOLOGIES INC | Zimmer John P | Officer; EVP, Treasurer, Secretary, CFO | Specialty Chemicals | SALE | $28.65 | 10,000 | $286,528 | 174,893 | -5.4% |
| 2023-10-02 23:14 | 2023-09-28 | CMT | CORE MOLDING TECHNOLOGIES INC | PALOMAKI ERIC | Officer; EVP,Operations | Specialty Chemicals | SALE | $28.52 | 5,000 | $142,620 | 128,612 | -3.7% |
| 2023-09-29 04:55 | 2023-09-27 | TMC | TMC the metals Co Inc. | Stone Gregory | Officer; Chief Ocean Scientist | Other Industrial Metals & Mining | SALE | $1.00 | 10,511 | $10,523 | 410,365 | -2.5% |
| 2023-09-29 04:52 | 2023-09-26 | TMC | TMC the metals Co Inc. | O'Sullivan Anthony | Officer; Chief Development Officer | Other Industrial Metals & Mining | SALE | $1.02 | 140,000 | $142,128 | 435,110 | -24.3% |
| 2023-09-28 22:13 | 2023-09-28 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $58.91 | 77,800 | $4,582,996 | 54,020,638 | -0.1% |
| 2023-09-26 23:05 | 2023-09-22 | DYNR | DYNARESOURCE, INC. | ROSE MATTHEW K | Director, 10% owner | Other Precious Metals & Mining | BUY | $2.57 | 39,900 | $102,543 | 424,781 | +10.4% |
| 2023-09-27 00:00 | 2023-09-25 | CMT | CORE MOLDING TECHNOLOGIES INC | DUVALL DAVID L. | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $28.03 | 15,000 | $420,450 | 412,646 | -3.5% |
| 2023-09-26 23:57 | 2023-09-22 | CMT | CORE MOLDING TECHNOLOGIES INC | Zimmer John P | Officer; EVP, Treasurer, Secretary, CFO | Specialty Chemicals | SALE | $26.72 | 10,000 | $267,213 | 184,893 | -5.1% |
| 2023-09-22 23:05 | 2023-09-20 | DYNR | DYNARESOURCE, INC. | ROSE MATTHEW K | Director, 10% owner | Other Precious Metals & Mining | BUY | $2.62 | 20,000 | $52,400 | 384,881 | +5.5% |
| 2023-09-22 23:06 | 2023-09-21 | CMT | CORE MOLDING TECHNOLOGIES INC | ANDERSON RENEE R | Officer; EVP, Human Resources | Specialty Chemicals | SALE | $26.57 | 10,000 | $265,704 | 100,596 | -9.0% |
| 2023-09-22 04:31 | 2023-09-21 | CMP | COMPASS MINERALS INTERNATIONAL INC | Standen James D. | Officer; Chief Commercial Officer | Other Industrial Metals & Mining | BUY | $26.85 | 3,503 | $94,056 | 30,000 | +13.2% |
| 2023-09-22 00:27 | 2023-09-21 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $60.79 | 77,800 | $4,729,501 | 54,098,438 | -0.1% |
| 2023-09-22 00:06 | 2023-09-20 | CMT | CORE MOLDING TECHNOLOGIES INC | Zimmer John P | Officer; EVP, Treasurer, Secretary, CFO | Specialty Chemicals | SALE | $26.43 | 3,454 | $91,290 | 194,893 | -1.7% |
| 2023-09-19 23:33 | 2023-09-19 | ESI | Element Solutions Inc | Maynard-Elliott Nichelle | Director | Specialty Chemicals | SALE | $19.61 | 4,174 | $81,852 | 24,789 | -14.4% |
| 2023-09-19 23:33 | 2023-09-18 | KOP | Koppers Holdings Inc. | Hyde Leslie S | Officer; SVP, Chief Sustainability Offi | Specialty Chemicals | OPT+S | $40.48 | 10,452 | $423,117 | 50,386 | -17.2% |
| 2023-09-19 23:23 | 2023-09-15 | CMT | CORE MOLDING TECHNOLOGIES INC | DUVALL DAVID L. | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $25.78 | 13,769 | $354,950 | 427,646 | -3.1% |
| 2023-09-19 23:20 | 2023-09-15 | CMT | CORE MOLDING TECHNOLOGIES INC | Zimmer John P | Officer; EVP, Treasurer, Secretary, CFO | Specialty Chemicals | SALE | $25.71 | 2,071 | $53,249 | 198,347 | -1.0% |
| 2023-09-18 20:02 | 2023-09-14 | LIN | LINDE PLC | Durbin Sean | Officer; Executive VP, North America | Specialty Chemicals | OPT+S | $387.63 | 1,245 | $482,605 | 8,149 | -13.3% |
| 2023-09-18 20:53 | 2023-09-14 | TSE | Trinseo PLC | Stasse David Phillip | Officer; EVP AND CFO | Specialty Chemicals | BUY | $8.89 | 15,000 | $133,350 | 105,552 | +16.6% |
| 2023-09-19 01:41 | 2023-09-15 | CTVA | Corteva, Inc. | ANDERSON DAVID J | Officer; EVP, Chief Financial Officer | Agricultural Inputs | BUY | $52.97 | 2,000 | $105,940 | 65,308 | +3.2% |
| 2023-09-18 23:11 | 2023-09-15 | MATV | Mativ Holdings, Inc. | COOK WILLIAM M | Director | Specialty Chemicals | BUY | $15.52 | 1,500 | $23,280 | 18,936 | +8.6% |
| 2023-09-15 23:12 | 2023-09-13 | USLM | UNITED STATES LIME & MINERALS INC | Duhe Sandra C | Director | Building Materials | SALE | $206.92 | 517 | $106,978 | 884 | -36.9% |
| 2023-09-15 23:12 | 2023-06-16 | USLM | UNITED STATES LIME & MINERALS INC | Duhe Sandra C | Director | Building Materials | BUY | $204.45 | 1 | $241 | 884 | +0.1% |
| 2023-09-15 16:25 | 2023-09-13 | FMC | FMC CORP | pereira ronaldo | Officer; EVP, President, FMC Americas | Agricultural Inputs | BUY | $75.59 | 2,000 | $151,180 | 21,478 | +10.3% |
| 2023-09-15 16:30 | 2023-09-13 | FMC | FMC CORP | Pfeiffer Nicholas | Officer; Corporate Controller | Agricultural Inputs | BUY | $75.62 | 992 | $75,015 | 13,056 | +8.2% |
| 2023-09-15 00:04 | 2023-09-13 | HCC | WARRIOR MET COAL, INC. | Chopin Brian M | Officer; Chief Accounting Officer | Coking Coal | SALE | $45.00 | 2,816 | $126,720 | 11,187 | -20.1% |
| 2023-09-15 02:19 | 2023-09-13 | AXTA | Axalta Coating Systems Ltd. | Kissire Deborah J. | Director | Specialty Chemicals | BUY | $26.58 | 400 | $10,632 | 41,973 | +1.0% |
| 2023-09-15 01:40 | 2023-09-11 | SSD | Simpson Manufacturing Co., Inc. | Dankel Roger | Officer; EVP, NA Sales | Lumber & Wood Production | SALE | $157.88 | 40 | $6,315 | 32,161 | -0.1% |
| 2023-09-15 02:16 | 2023-09-12 | AXTA | Axalta Coating Systems Ltd. | COOK WILLIAM M | Director | Specialty Chemicals | BUY | $26.81 | 1,500 | $40,215 | 6,000 | +33.3% |
| 2023-09-15 02:00 | 2023-09-14 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $59.66 | 77,800 | $4,641,571 | 54,176,238 | -0.1% |
| 2023-09-15 00:45 | 2023-09-12 | CMT | CORE MOLDING TECHNOLOGIES INC | Zimmer John P | Officer; EVP, Treasurer, Secretary, CFO | Specialty Chemicals | SALE | $25.52 | 13,000 | $331,712 | 200,418 | -6.1% |
| 2023-09-15 00:44 | 2023-09-12 | CMT | CORE MOLDING TECHNOLOGIES INC | DUVALL DAVID L. | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $25.37 | 6,231 | $158,088 | 441,415 | -1.4% |
| 2023-09-13 23:42 | 2023-09-11 | CDE | Coeur Mining, Inc. | McGrath Aoife | Officer; SVP, Exploration | Gold | BUY | $2.35 | 6,200 | $14,558 | 129,217 | +5.0% |
| 2023-09-14 01:08 | 2023-09-12 | AMTX | Aemetis Inc. | Boness Naomi Louise | Director | Specialty Chemicals | SALE | $5.65 | 15,000 | $84,695 | 16,441 | -47.7% |
| 2023-09-13 22:01 | 2023-09-13 | TSE | Trinseo PLC | Desmond Jeanmarie F. | Director | Specialty Chemicals | BUY | $7.94 | 2,500 | $19,850 | 19,128 | +15.0% |
| 2023-09-13 21:57 | 2023-09-12 | TSE | Trinseo PLC | Chaclas Angelo N. | Officer; SVP, CLO, CCO & CORP. SEC. | Specialty Chemicals | BUY | $8.07 | 20,000 | $161,400 | 88,508 | +29.2% |
| 2023-09-13 21:55 | 2023-09-12 | TSE | Trinseo PLC | Thomas Timothy J | Officer; SVP, MFCTG & OPER EXCELLENCE | Specialty Chemicals | BUY | $7.94 | 3,000 | $23,820 | 17,945 | +20.1% |
| 2023-09-13 21:52 | 2023-09-12 | TSE | Trinseo PLC | BOZICH FRANK A | Director, Officer; CEO AND PRESIDENT | Specialty Chemicals | BUY | $8.07 | 8,000 | $64,560 | 192,653 | +4.3% |
| 2023-09-13 16:10 | 2023-09-11 | FRD | FRIEDMAN INDUSTRIES INC | Reichenthal Max Alan | Director | Steel | BUY | $13.35 | 2,000 | $26,700 | 24,120 | +9.0% |
| 2023-09-12 23:15 | 2023-09-11 | BCPC | BALCHEM CORP | Fischer David B | Director | Specialty Chemicals | SALE | $131.57 | 3,800 | $499,979 | 13,469 | -22.0% |
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.