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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023-08-17 23:42 | 2023-08-15 | ORGN | Origin Materials, Inc. | RICHARDSON KAREN A | Director | Chemicals | BUY | $1.37 | 146,288 | $200,005 | 146,288 | +100.0% |
| 2023-08-17 18:34 | 2023-08-15 | STLD | STEEL DYNAMICS INC | Graham Christopher A | Officer; Senior Vice President | Steel | SALE | $105.03 | 48,000 | $5,041,219 | 61,353 | -43.9% |
| 2023-08-16 23:22 | 2023-08-14 | CDE | Coeur Mining, Inc. | Das Paramita | Director | Gold | BUY | $2.47 | 500 | $1,234 | 22,711 | +2.3% |
| 2023-08-16 16:15 | 2023-08-14 | NUE | NUCOR CORP | Jellison Douglas J | Officer; Executive Vice President | Steel | SALE | $172.92 | 5,194 | $898,152 | 139,326 | -3.6% |
| 2023-08-16 22:17 | 2023-08-15 | ACRG | American Clean Resources Group Inc. | Granite Peak Resources, LLC | 10% owner | Other Precious Metals & Mining | SALE | $5.00 | 82,659 | $413,295 | 11,731,991 | -0.7% |
| 2023-08-17 03:29 | 2023-08-15 | WLKP | Westlake Chemical Partners LP | Kenner Andrew | Officer; SVP, Olefin Material & Corp Pr | Chemicals | BUY | $22.18 | 4,204 | $93,241 | 84,204 | +5.3% |
| 2023-08-16 13:04 | 2023-08-11 | LBSR | LIBERTY STAR URANIUM & METALS CORP. | O'HEERON PETE | Director, Officer, 10% owner; COB, Secretary, Treasurer | Other Industrial Metals & Mining | BUY | $0.06 | 200,200 | $12,212 | 100,000 | +100.0% |
| 2023-08-17 03:11 | 2023-08-14 | SCCO | SOUTHERN COPPER CORP/ | Castillo Sanchez Mejorada Enrique | Director | Copper | SALE | $81.56 | 2,400 | $195,744 | 3,200 | -42.9% |
| 2023-08-16 01:46 | 2023-08-11 | CDE | Coeur Mining, Inc. | Das Paramita | Director | Gold | BUY | $2.59 | 3,500 | $9,048 | 22,211 | +18.7% |
| 2023-08-16 03:14 | 2023-08-14 | AVD | AMERICAN VANGUARD CORP | Gottschalk Patrick E | Director | Agricultural Inputs | BUY | $14.97 | 15,000 | $224,550 | 52,629 | +39.9% |
| 2023-08-15 23:16 | 2023-08-01 | TMC | TMC the metals Co Inc. | Allseas Group S.A. | 10% owner | Other Industrial Metals & Mining | BUY | $0.00 | 7,650,000 | $0 | 52,780,268 | +17.0% |
| 2023-08-16 01:09 | 2023-08-11 | LBSR | LIBERTY STAR URANIUM & METALS CORP. | O'HEERON PETE | Director, Officer, 10% owner; COB, Secretary, Treasurer | Other Industrial Metals & Mining | BUY | $0.34 | 200,200 | $68,128 | 100,000 | +100.0% |
| 2023-08-15 23:24 | 2023-08-11 | CMT | CORE MOLDING TECHNOLOGIES INC | CELLITTI THOMAS R | Director | Specialty Chemicals | SALE | $26.80 | 15,000 | $402,000 | 91,123 | -14.1% |
| 2023-08-15 00:29 | 2023-08-10 | NUE | NUCOR CORP | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 10% owner | Steel | BUY | $168.02 | 39,641 | $6,660,295 | 21,498,459 | +0.2% |
| 2023-08-15 02:26 | 2023-08-10 | OLN | OLIN Corp | Gumpel Damian | Officer; VP & Pres, Epoxy & Corp Strat. | Chemicals | OPT+S | $58.38 | 8,000 | $467,061 | 27,651 | -22.4% |
| 2023-08-14 23:23 | 2023-08-14 | NTIC | NORTHERN TECHNOLOGIES INTERNATIONAL CORP | Calderon Nancy E. | Director | Specialty Chemicals | BUY | $13.17 | 500 | $6,585 | 3,062 | +19.5% |
| 2023-08-15 00:28 | 2023-08-11 | THMG | THUNDER MOUNTAIN GOLD INC | Jones Eric T | Director, Officer; CEO | Other Precious Metals & Mining | BUY | $0.05 | 45,000 | $2,025 | 3,402,214 | +1.3% |
| 2023-08-15 00:46 | 2023-01-31 | RYES | Rise Gold Corp. | V B S Exchange Pty Ltd | 10% owner | Gold | BUY | $0.40 | 500,000 | $200,000 | 3,000,000 | +20.0% |
| 2023-08-15 00:00 | 2023-08-11 | LYB | LyondellBasell Industries N.V. | AI INVESTMENTS HOLDINGS LLC | 10% owner | Specialty Chemicals | SALE | $99.61 | 6,511 | $648,550 | 63,837 | -9.3% |
| 2023-08-14 13:51 | 2023-08-10 | TMRC | Texas Mineral Resources Corp. | WALL CECIL C | Director | Other Industrial Metals & Mining | BUY | $0.87 | 1,870 | $1,631 | 1,890,142 | +0.1% |
| 2023-08-14 23:41 | 2023-08-14 | CMT | CORE MOLDING TECHNOLOGIES INC | PALOMAKI ERIC | Officer; EVP,Operations | Specialty Chemicals | SALE | $27.08 | 7,289 | $197,372 | 133,612 | -5.2% |
| 2023-08-14 23:22 | 2023-08-10 | CMT | CORE MOLDING TECHNOLOGIES INC | HELLMOLD RALPH O | Director | Specialty Chemicals | SALE | $25.73 | 8,053 | $207,204 | 26,570 | -23.3% |
| 2023-08-11 20:58 | 2023-08-10 | NUE | NUCOR CORP | Needham Daniel R. | Officer; Executive Vice President | Steel | SALE | $170.00 | 7,002 | $1,190,340 | 83,101 | -7.8% |
| 2023-08-11 23:30 | 2023-08-09 | AXTA | Axalta Coating Systems Ltd. | Scanlan Jacqueline | Officer; SVP & CHRO | Specialty Chemicals | SALE | $29.48 | 17,008 | $501,396 | 4,001 | -81.0% |
| 2023-08-11 16:59 | 2023-08-09 | FUL | FULLER H B CO | JENSEN TRACI L | Officer; Executive VP and CAO | Specialty Chemicals | OPT+S | $71.47 | 22,789 | $1,628,696 | 10,576 | -68.3% |
| 2023-08-11 14:54 | 2023-08-09 | WLKP | Westlake Chemical Partners LP | Kenner Andrew | Officer; SVP, Olefin Material & Corp Pr | Chemicals | BUY | $22.78 | 10,000 | $227,750 | 80,000 | +14.3% |
| 2023-08-11 22:12 | 2022-01-28 | RYES | Rise Gold Corp. | V B S Exchange Pty Ltd | 10% owner | Gold | BUY | $0.40 | 500,000 | $200,000 | 2,500,000 | +25.0% |
| 2023-08-10 23:08 | 2023-08-09 | DD | DuPont de Nemours, Inc. | Kemp Jon D. | Officer; President, Electronics & Indus | Specialty Chemicals | SALE | $77.46 | 5,200 | $402,792 | 81,420 | -6.0% |
| 2023-08-10 23:05 | 2023-08-09 | CF | CF Industries Holdings, Inc. | Barnard Douglas C | Officer; EVP, Corp. Dev.&Legal Advisor | Agricultural Inputs | SALE | $82.37 | 387 | $31,878 | 14,702 | -2.6% |
| 2023-08-11 00:15 | 2023-08-10 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $63.78 | 100,000 | $6,378,120 | 54,431,838 | -0.2% |
| 2023-08-09 23:35 | 2023-08-08 | OLN | OLIN Corp | FLAUGHER BRETT A | Officer; VP & Pres, Winchester | Chemicals | OPT+S | $58.95 | 11,250 | $663,182 | 0 | -100.0% |
| 2023-08-10 00:33 | 2023-08-07 | ECL | ECOLAB INC. | MacLennan David | Director | Specialty Chemicals | BUY | $183.73 | 650 | $119,424 | 15,071 | +4.5% |
| 2023-08-09 15:13 | 2023-08-07 | WLKP | Westlake Chemical Partners LP | Kenner Andrew | Officer; SVP, Olefin Material & Corp Pr | Chemicals | BUY | $23.00 | 5,000 | $115,000 | 70,000 | +7.7% |
| 2023-08-09 23:38 | 2023-08-07 | KOP | Koppers Holdings Inc. | Pearce Bradley A | Officer; Chief Accounting Officer | Specialty Chemicals | SALE | $38.45 | 2,998 | $115,273 | 29,128 | -9.3% |
| 2023-08-09 17:34 | 2023-08-07 | KRO | KRONOS WORLDWIDE INC | NACE ANDREW B | Officer; Executive Vice President | Specialty Chemicals | BUY | $9.17 | 2,728 | $25,000 | 15,453 | +21.4% |
| 2023-08-08 23:16 | 2023-08-04 | DD | DuPont de Nemours, Inc. | Goss Michael G. | Officer; Controller | Specialty Chemicals | OPT+S | $77.36 | 7,919 | $612,614 | 13,363 | -37.2% |
| 2023-08-08 23:33 | 2023-08-04 | AXTA | Axalta Coating Systems Ltd. | Villavarayan Chris | Director, Officer; CEO & President | Specialty Chemicals | BUY | $29.67 | 33,710 | $1,000,176 | 68,150 | +97.9% |
| 2023-08-08 23:30 | 2023-08-04 | SSD | Simpson Manufacturing Co., Inc. | Dankel Roger | Officer; EVP, NA Sales | Lumber & Wood Production | SALE | $155.00 | 2,500 | $387,500 | 32,202 | -7.2% |
| 2023-08-09 00:15 | 2023-08-04 | CLW | Clearwater Paper Corp | Gadd Michael S | Officer; Sr. Vice President | Paper & Paper Products | SALE | $35.68 | 6,182 | $220,574 | 61,843 | -9.1% |
| 2023-08-08 23:05 | 2023-08-07 | CF | CF Industries Holdings, Inc. | Barnard Douglas C | Officer; EVP, Corp. Dev.&Legal Advisor | Agricultural Inputs | SALE | $80.37 | 9,700 | $779,581 | 15,089 | -39.1% |
| 2023-08-08 23:31 | 2023-08-07 | SSD | Simpson Manufacturing Co., Inc. | ANDRASICK JAMES S | Director | Lumber & Wood Production | SALE | $156.07 | 1,000 | $156,070 | 724 | -58.0% |
| 2023-08-07 18:18 | 2023-08-03 | NUE | NUCOR CORP | Hanners Noah C | Officer; Executive Vice President | Steel | SALE | $172.14 | 2,074 | $357,009 | 20,270 | -9.3% |
| 2023-08-07 20:35 | 2023-08-04 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN JAMES | Director, Officer, 10% owner; Chairman and CEO | Agricultural Inputs | SALE | $56.32 | 55,000 | $3,097,342 | 125,065 | -30.5% |
| 2023-08-04 18:31 | 2023-08-02 | NUE | NUCOR CORP | Behr Allen C | Officer; Executive Vice President | Steel | OPT+S | $171.02 | 18,000 | $3,078,290 | 84,273 | -17.6% |
| 2023-08-04 23:08 | 2023-08-03 | OLN | OLIN Corp | PETERS VALERIE A | Officer; VP, HR | Chemicals | SALE | $58.22 | 4,124 | $240,078 | 0 | -100.0% |
| 2023-08-05 01:52 | 2023-08-03 | KALU | KAISER ALUMINUM CORP | Parkinson Ray | Officer; SVP - Advanced Engineering | Aluminum | SALE | $79.75 | 4,727 | $376,978 | 6,432 | -42.4% |
| 2023-08-04 23:00 | 2023-08-02 | EXP | EAGLE MATERIALS INC | Kesler Dale Craig | Officer; EVP and CFO | Building Materials | SALE | $189.08 | 5,000 | $945,394 | 62,610 | -7.4% |
| 2023-08-04 23:38 | 2023-08-03 | RPM | RPM INTERNATIONAL INC/DE/ | Ratajczak Matthew T | Officer; VP-Global Tax and Treasurer | Specialty Chemicals | SALE | $103.29 | 6,137 | $633,885 | 29,451 | -17.2% |
| 2023-08-04 23:37 | 2023-08-02 | RPM | RPM INTERNATIONAL INC/DE/ | SULLIVAN FRANK C | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $103.54 | 20,433 | $2,115,584 | 0 | -100.0% |
| 2023-08-04 23:34 | 2023-08-03 | RPM | RPM INTERNATIONAL INC/DE/ | Moore Edward W. | Officer; SVP, GC & CCO | Specialty Chemicals | OPT+S | $103.02 | 3,966 | $408,573 | 56,473 | -6.6% |
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.