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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023-08-03 23:04 | 2023-08-01 | EMN | EASTMAN CHEMICAL CO | Holt Adrian James | Officer; SVP, Chf HR Ofcr | Specialty Chemicals | OPT+S | $85.64 | 1,935 | $165,713 | 0 | -100.0% |
| 2023-08-03 22:59 | 2023-08-01 | NUE | NUCOR CORP | Hollatz John J | Officer; Executive Vice President | Steel | SALE | $173.21 | 5,058 | $876,098 | 73,584 | -6.4% |
| 2023-08-03 23:43 | 2023-08-01 | KOP | Koppers Holdings Inc. | Hyde Leslie S | Officer; SVP, Chief Sustainability Offi | Specialty Chemicals | OPT+S | $38.56 | 4,096 | $157,942 | 50,386 | -7.5% |
| 2023-08-04 01:19 | 2023-08-01 | LIN | LINDE PLC | ANGEL STEPHEN F | Director | Specialty Chemicals | OPT+S | $391.62 | 39,695 | $15,545,356 | 369,611 | -9.7% |
| 2023-08-03 22:55 | 2023-08-02 | NUE | NUCOR CORP | QUERY KENNETH REX | Officer; Executive Vice President | Steel | SALE | $170.40 | 10,000 | $1,704,045 | 90,826 | -9.9% |
| 2023-08-03 23:34 | 2023-08-01 | NEM | NEWMONT Corp /DE/ | Palmer Thomas Ronald | Director, Officer; President & CEO | Gold | SALE | $42.16 | 11,000 | $463,760 | 267,039 | -4.0% |
| 2023-08-02 21:49 | 2023-08-01 | PPG | PPG INDUSTRIES INC | Morales Vincent J | Officer; Senior VP & CFO | Specialty Chemicals | OPT+S | $143.33 | 3,700 | $530,321 | 22,665 | -14.0% |
| 2023-08-03 02:00 | 2023-03-07 | TROX | Tronox Holdings plc | Guthrie Vanessa Ann | Director | Chemicals | SALE | $16.26 | 2,121 | $34,498 | 43,719 | -4.6% |
| 2023-08-02 23:51 | 2023-07-31 | RS | RELIANCE, INC. | Smith William A II | Officer; SVP, General Counsel, Corp Sec | Steel | SALE | $292.71 | 6,000 | $1,756,255 | 18,366 | -24.6% |
| 2023-08-02 20:53 | 2023-07-31 | SCL | STEPAN CO | STEPAN F QUINN JR | Director | Specialty Chemicals | OPT+S | $94.87 | 10,168 | $964,626 | 248,232 | -3.9% |
| 2023-08-02 20:11 | 2023-07-31 | STLD | STEEL DYNAMICS INC | Shaheen Gabriel | Director | Steel | SALE | $105.80 | 1,717 | $181,659 | 83,074 | -2.0% |
| 2023-08-01 21:32 | 2023-07-31 | NUE | NUCOR CORP | Laxton Stephen D | Officer; CFO, Treasurer and EVP | Steel | SALE | $171.46 | 12,765 | $2,188,677 | 62,444 | -17.0% |
| 2023-08-01 15:59 | 2023-07-28 | MLM | MARTIN MARIETTA MATERIALS INC | LaTorre Craig M | Officer; Sr. VP, CHRO | Building Materials | SALE | $447.09 | 500 | $223,545 | 11,665 | -4.1% |
| 2023-08-01 23:33 | 2023-07-28 | SSD | Simpson Manufacturing Co., Inc. | Donaldson Philip E | Director | Lumber & Wood Production | SALE | $157.94 | 675 | $106,610 | 6,549 | -9.3% |
| 2023-08-02 00:04 | 2023-08-01 | ASIX | AdvanSix Inc. | Kintiroglou Achilles B. | Officer; SVP, General Counsel | Chemicals | SALE | $39.72 | 3,335 | $132,466 | 29,599 | -10.1% |
| 2023-08-02 00:59 | 2023-07-28 | GEVO | Gevo, Inc. | Nurmat Alisher K | Officer; VP and Controller | Specialty Chemicals | SALE | $1.65 | 4,663 | $7,688 | 47,240 | -9.0% |
| 2023-08-02 00:58 | 2023-07-28 | GEVO | Gevo, Inc. | Williams Geoffrey Thomas Jr. | Officer; VP-General Counsel & Secretary | Specialty Chemicals | SALE | $1.65 | 12,496 | $20,603 | 359,110 | -3.4% |
| 2023-08-02 00:58 | 2023-07-28 | GEVO | Gevo, Inc. | Bowron Kimberly T | Officer; Chief People Officer | Specialty Chemicals | SALE | $1.65 | 8,957 | $14,768 | 178,393 | -4.8% |
| 2023-08-02 00:56 | 2023-07-28 | GEVO | Gevo, Inc. | Cesarek Timothy J | Officer; Chief Commercial Officer | Specialty Chemicals | SALE | $1.64 | 37,207 | $61,146 | 831,325 | -4.3% |
| 2023-08-02 00:55 | 2023-07-28 | GEVO | Gevo, Inc. | Bloom Paul D | Officer; CCO & CIO | Specialty Chemicals | SALE | $1.65 | 34,614 | $56,964 | 477,968 | -6.8% |
| 2023-08-02 00:54 | 2023-07-28 | GEVO | Gevo, Inc. | Smull L Lynn | Officer; Chief Financial Officer | Specialty Chemicals | SALE | $1.65 | 28,496 | $46,984 | 769,229 | -3.6% |
| 2023-08-02 00:53 | 2023-07-28 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President & COO | Specialty Chemicals | SALE | $1.65 | 36,551 | $60,265 | 1,012,059 | -3.5% |
| 2023-08-02 00:49 | 2023-07-28 | GEVO | Gevo, Inc. | Gruber Patrick R. | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $1.65 | 104,488 | $172,280 | 2,392,271 | -4.2% |
| 2023-08-02 01:04 | 2023-07-31 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $87.11 | 500 | $43,555 | 5,414 | -8.5% |
| 2023-07-31 23:50 | 2023-07-27 | NUE | NUCOR CORP | Topalian Leon J | Officer; Chair, President and CEO | Steel | OPT+S | $168.19 | 27,359 | $4,601,617 | 155,558 | -15.0% |
| 2023-07-27 23:56 | 2023-07-25 | CMC | COMMERCIAL METALS Co | Smith Barbara | Director, Officer; Chairman & CEO | Steel | SALE | $56.51 | 48,300 | $2,729,433 | 283,785 | -14.5% |
| 2023-07-27 23:44 | 2023-07-25 | PPG | PPG INDUSTRIES INC | MCGARRY MICHAEL H | Director, Officer; Executive Chairman | Specialty Chemicals | OPT+S | $146.83 | 163,378 | $23,988,743 | 195,706 | -45.5% |
| 2023-07-28 00:48 | 2023-07-27 | NTIC | NORTHERN TECHNOLOGIES INTERNATIONAL CORP | NIGON RICHARD | Director | Specialty Chemicals | OPT+S | $12.17 | 1,847 | $22,478 | 33,600 | -5.2% |
| 2023-07-26 16:20 | 2023-07-25 | FRD | FRIEDMAN INDUSTRIES INC | Agrawal Durga D | Director | Steel | BUY | $16.32 | 5,000 | $81,600 | 25,863 | +24.0% |
| 2023-07-26 19:41 | 2023-07-21 | FSI | FLEXIBLE SOLUTIONS INTERNATIONAL INC | O BRIEN DANIEL B | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $2.64 | 9,312 | $24,565 | 4,364,719 | -0.2% |
| 2023-07-24 23:28 | 2023-07-21 | FUL | FULLER H B CO | Martsching Robert J | Officer; VP, Corporate Controller | Specialty Chemicals | OPT+S | $72.24 | 5,326 | $384,751 | 12,621 | -29.7% |
| 2023-07-21 23:00 | 2023-07-19 | LWLG | Lightwave Logic, Inc. | LEONBERGER FREDERICK J | Director | Specialty Chemicals | OPT+S | $7.75 | 49,000 | $379,750 | 154,128 | -24.1% |
| 2023-07-21 22:27 | 2023-07-19 | FSI | FLEXIBLE SOLUTIONS INTERNATIONAL INC | O BRIEN DANIEL B | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $2.65 | 37,747 | $99,988 | 4,374,031 | -0.9% |
| 2023-07-20 18:52 | 2023-07-18 | CMC | COMMERCIAL METALS Co | Smith Barbara | Director, Officer; Chairman & CEO | Steel | SALE | $56.45 | 1,700 | $95,965 | 332,085 | -0.5% |
| 2023-07-21 03:06 | 2023-07-18 | SCY | SCANDIUM INTERNATIONAL MINING CORP. | Evensen Peter Banghart | Director, Officer; CEO | Other Industrial Metals & Mining | BUY | $0.05 | 300,000 | $15,000 | 4,261,176 | +7.6% |
| 2023-07-21 00:17 | 2023-07-20 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $67.55 | 100,000 | $6,754,550 | 54,531,838 | -0.2% |
| 2023-07-20 04:58 | 2023-07-17 | LBSR | LIBERTY STAR URANIUM & METALS CORP. | O'HEERON PETE | Director, Officer, 10% owner; COB, Secretary, Treasurer | Other Industrial Metals & Mining | BUY | $0.04 | 1,190,845 | $50,015 | 1,190,845 | +100.0% |
| 2023-07-18 01:12 | 2023-07-14 | CMC | COMMERCIAL METALS Co | SLOAN LINDSAY L | Officer; VP & Chief Accounting Officer | Steel | SALE | $55.17 | 100 | $5,517 | 11,855 | -0.8% |
| 2023-07-17 23:40 | 2023-07-17 | ASIX | AdvanSix Inc. | Gramm Christopher | Officer; Controller | Chemicals | SALE | $37.05 | 1,000 | $37,050 | 33,744 | -2.9% |
| 2023-07-18 01:41 | 2023-07-14 | BRGC | North America Lithium & Gold Corp | Jamshidi Shahsavar Mahmood | Director, Officer, 10% owner; Chairman/CEO | Other Industrial Metals & Mining | BUY | $0.37 | 54,146 | $19,872 | 381,232 | +16.6% |
| 2023-07-14 00:56 | 2023-07-12 | CMC | COMMERCIAL METALS Co | GARRISON TY L | Officer; SVP Operations | Steel | SALE | $54.98 | 5,000 | $274,900 | 106,408 | -4.5% |
| 2023-07-14 00:58 | 2023-07-11 | CMC | COMMERCIAL METALS Co | Smith Barbara | Director, Officer; Chairman & CEO | Steel | SALE | $54.63 | 50,000 | $2,731,645 | 333,785 | -13.0% |
| 2023-07-14 00:16 | 2023-07-12 | FUL | FULLER H B CO | Keenan Timothy J | Officer; Sr. VP, General Counsel | Specialty Chemicals | OPT+S | $71.56 | 6,534 | $467,562 | 19,803 | -24.8% |
| 2023-07-13 23:02 | 2023-07-12 | LBSR | LIBERTY STAR URANIUM & METALS CORP. | O'HEERON PETE | Director, Officer, 10% owner; COB, Secretary, Treasurer | Other Industrial Metals & Mining | BUY | $0.05 | 1,410,652 | $65,031 | 1,410,652 | +100.0% |
| 2023-07-12 17:59 | 2023-07-07 | BRGC | North America Lithium & Gold Corp | Jamshidi Shahsavar Mahmood | Director, Officer, 10% owner; Chairman/CEO | Other Industrial Metals & Mining | BUY | $0.30 | 114,052 | $34,216 | 327,086 | +53.5% |
| 2023-07-11 17:48 | 2023-07-10 | CMC | COMMERCIAL METALS Co | GARRISON TY L | Officer; SVP Operations | Steel | SALE | $52.96 | 5,000 | $264,800 | 111,408 | -4.3% |
| 2023-07-10 18:29 | 2023-07-07 | REX | REX AMERICAN RESOURCES Corp | BRUGGEMAN DOUGLAS | Officer; CFO, VP-Finance, Treasurer | Chemicals | SALE | $35.09 | 2,414 | $84,708 | 90,605 | -2.6% |
| 2023-07-10 23:39 | 2022-07-26 | LYB | LyondellBasell Industries N.V. | CHASE ANTHONY R | Director | Specialty Chemicals | SALE | $85.07 | 36 | $3,063 | 5,891 | -0.6% |
| 2023-07-10 23:39 | 2021-12-10 | LYB | LyondellBasell Industries N.V. | CHASE ANTHONY R | Director | Specialty Chemicals | BUY | $87.31 | 38 | $3,318 | 5,892 | +0.6% |
| 2023-07-11 00:37 | 2023-07-10 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $67.10 | 100,000 | $6,710,040 | 54,631,838 | -0.2% |
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.