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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023-06-02 03:10 | 2023-05-31 | HYMC | HYCROFT MINING HOLDING CORP | RIDEOUT STANTON K | Officer; Executive Vice President & CFO | Gold | SALE | $0.34 | 2,100 | $716 | 1,144,798 | -0.2% |
| 2023-05-31 23:52 | 2023-05-26 | MP | MP Materials Corp. / DE | Rosenthal Michael Stuart | Officer; Chief Operating Officer | Other Industrial Metals & Mining | BUY | $21.21 | 18,000 | $381,701 | 126,622 | +16.6% |
| 2023-05-31 23:48 | 2023-05-26 | MP | MP Materials Corp. / DE | Litinsky James H. | Director, Officer, 10% owner; Chairman and CEO | Other Industrial Metals & Mining | SALE | $21.70 | 647,832 | $14,055,104 | 0 | -100.0% |
| 2023-05-31 23:42 | 2023-05-26 | SCL | STEPAN CO | Mergner Arthur W | Officer; Exec VP | Specialty Chemicals | OPT+S | $93.34 | 3,987 | $372,139 | 27,616 | -12.6% |
| 2023-05-31 23:41 | 2023-05-26 | MP | MP Materials Corp. / DE | JHL Capital Group LLC | 10% owner | Other Industrial Metals & Mining | SALE | $21.70 | 647,832 | $14,055,104 | 0 | -100.0% |
| 2023-06-01 01:06 | 2023-05-30 | RS | RELIANCE, INC. | HOFFMAN JAMES DONALD | Director | Steel | SALE | $235.16 | 10,000 | $2,351,559 | 124,042 | -7.5% |
| 2023-05-31 23:54 | 2023-05-30 | CF | CF Industries Holdings, Inc. | Barnard Douglas C | Officer; Sr.VP Gen. Counsel & Secretary | Agricultural Inputs | SALE | $61.28 | 17,000 | $1,041,743 | 24,789 | -40.7% |
| 2023-05-31 16:26 | 2023-05-30 | REX | REX AMERICAN RESOURCES Corp | BRUGGEMAN DOUGLAS | Officer; CFO, VP-Finance, Treasurer | Chemicals | SALE | $35.00 | 3,500 | $122,500 | 65,752 | -5.1% |
| 2023-05-31 01:09 | 2023-05-26 | DC | Dakota Gold Corp. | SCHROEDER ALICE D. | Director | Gold | BUY | $3.13 | 26,373 | $82,534 | 248,769 | +11.9% |
| 2023-05-30 22:47 | 2023-05-25 | RYAM | RAYONIER ADVANCED MATERIALS INC. | Hicks Joshua C. | Officer; SVP, High Purity Cellulose | Chemicals | BUY | $3.81 | 20,000 | $76,100 | 89,595 | +28.7% |
| 2023-05-30 22:50 | 2023-05-22 | FSI | FLEXIBLE SOLUTIONS INTERNATIONAL INC | Helina Robert Thomas | Director | Specialty Chemicals | SALE | $2.88 | 5,000 | $14,400 | 10,000 | -33.3% |
| 2023-05-27 00:01 | 2023-05-24 | EXP | EAGLE MATERIALS INC | Cribbs Eric | Officer; Executive Vice President | Building Materials | OPT+S | $165.01 | 4,749 | $783,623 | 16,354 | -22.5% |
| 2023-05-27 00:22 | 2023-05-25 | CDE | Coeur Mining, Inc. | McGrath Aoife | Officer; SVP, Exploration | Gold | BUY | $3.00 | 3,600 | $10,796 | 123,017 | +3.0% |
| 2023-05-27 01:33 | 2023-05-25 | IE | Ivanhoe Electric Inc. | Melvin Taylor | Director, Officer; President and CEO | Copper | BUY | $11.10 | 20,000 | $222,060 | 770,000 | +2.7% |
| 2023-05-27 00:00 | 2023-05-24 | EXP | EAGLE MATERIALS INC | Haack Michael | Officer; President and CEO | Building Materials | OPT+S | $165.34 | 28,030 | $4,634,559 | 109,229 | -20.4% |
| 2023-05-26 23:09 | 2023-05-24 | GPRE | Green Plains Inc. | Becker Todd A | Director, Officer; President and CEO | Chemicals | SALE | $31.78 | 42,000 | $1,334,760 | 689,967 | -5.7% |
| 2023-05-26 23:17 | 2023-05-26 | ECVT | Ecovyst Inc. | INEOS Ltd | Other | Specialty Chemicals | SALE | $10.88 | 14,000,000 | $152,331,200 | 10,731,385 | -56.6% |
| 2023-05-27 00:26 | 2023-05-25 | CDE | Coeur Mining, Inc. | MELLOR ROBERT E | Director, Officer; Chairman (non-executive) | Gold | BUY | $3.00 | 5,000 | $14,995 | 239,188 | +2.1% |
| 2023-05-26 15:24 | 2023-05-15 | CMT | CORE MOLDING TECHNOLOGIES INC | CELLITTI THOMAS R | Director | Specialty Chemicals | SALE | $19.49 | 21,643 | $421,822 | 105,943 | -17.0% |
| 2023-05-25 23:45 | 2023-05-24 | CDE | Coeur Mining, Inc. | Routledge Michael | Officer; SVP & Chief Operating Officer | Gold | BUY | $3.16 | 8,000 | $25,272 | 301,782 | +2.7% |
| 2023-05-25 23:31 | 2023-05-25 | MP | MP Materials Corp. / DE | Rosenthal Michael Stuart | Officer; Chief Operating Officer | Other Industrial Metals & Mining | BUY | $22.22 | 5,000 | $111,100 | 39,476 | +14.5% |
| 2023-05-26 00:15 | 2023-05-23 | CLW | Clearwater Paper Corp | Barckley Rebecca Anne | Officer; VP, Controller | Paper & Paper Products | SALE | $33.00 | 2,506 | $82,698 | 8,378 | -23.0% |
| 2023-05-25 23:17 | 2023-05-24 | EXP | EAGLE MATERIALS INC | Devlin William R | Officer; SVP, Controller | Building Materials | SALE | $165.20 | 2,621 | $433,001 | 24,998 | -9.5% |
| 2023-05-25 23:24 | 2023-05-24 | GPRE | Green Plains Inc. | van der Meulen Leslie | Officer; EVP Product Mktg & Innovation | Chemicals | SALE | $32.27 | 2,000 | $64,540 | 31,546 | -6.0% |
| 2023-05-25 23:17 | 2023-05-23 | GPRE | Green Plains Inc. | Treuer Alain | Director | Chemicals | SALE | $32.45 | 20,000 | $649,000 | 252,999 | -7.3% |
| 2023-05-24 17:41 | 2023-05-22 | METC | Ramaco Resources, Inc. | Giacometto Aurelia Skipwith | Director | Coking Coal | SALE | $8.96 | 3,600 | $32,261 | 14,477 | -19.9% |
| 2023-05-25 00:55 | 2023-05-23 | SCL | STEPAN CO | Mergner Arthur W | Officer; Exec VP | Specialty Chemicals | OPT+S | $98.23 | 1,996 | $196,067 | 27,516 | -6.8% |
| 2023-05-24 22:47 | 2023-05-23 | AREC | American Resources Corporation | Taylor Kirk Patrick | Officer; Chief Financial Officer | Coking Coal | BUY | $1.57 | 1,250 | $1,961 | 1,623,633 | +0.1% |
| 2023-05-24 23:19 | 2023-05-23 | GPRE | Green Plains Inc. | MAPES MICHELLE | Officer; Chief Legal and Admin Officer | Chemicals | SALE | $32.78 | 3,000 | $98,340 | 30,153 | -9.0% |
| 2023-05-24 22:21 | 2023-05-24 | KRO | KRONOS WORLDWIDE INC | NACE ANDREW B | Officer; Executive Vice President | Specialty Chemicals | BUY | $8.31 | 4,000 | $33,221 | 12,725 | +45.8% |
| 2023-05-25 03:12 | 2023-05-22 | AVD | AMERICAN VANGUARD CORP | ROSENBLOOM KEITH M | Director | Agricultural Inputs | BUY | $17.33 | 7,000 | $121,310 | 1,101,665 | +0.6% |
| 2023-05-25 02:48 | 2023-05-22 | IOSP | INNOSPEC INC. | Poccia Claudia | Director | Specialty Chemicals | OPT+S | $99.20 | 739 | $73,306 | 1,109 | -40.0% |
| 2023-05-24 00:24 | 2023-05-19 | EXP | EAGLE MATERIALS INC | Thompson Tony | Officer; Senior Vice President | Building Materials | OPT+S | $168.84 | 9,456 | $1,596,540 | 13,043 | -42.0% |
| 2023-05-24 01:45 | 2023-05-23 | MP | MP Materials Corp. / DE | Rosenthal Michael Stuart | Officer; Chief Operating Officer | Other Industrial Metals & Mining | BUY | $22.03 | 5,000 | $110,150 | 34,476 | +17.0% |
| 2023-05-24 04:15 | 2023-05-19 | USGO | U.S. GoldMining Inc. | GoldMining Inc. | 10% owner | Other Industrial Metals & Mining | BUY | $15.97 | 18,000 | $287,446 | 9,848,552 | +0.2% |
| 2023-05-23 23:00 | 2023-05-19 | TGLS | Tecnoglass Inc. | Energy Holding Corp | 10% owner | Building Materials | SALE | $41.07 | 2,300,000 | $94,449,500 | 24,628,108 | -8.5% |
| 2023-05-24 01:52 | 2023-05-19 | IPI | Intrepid Potash, Inc. | Jornayvaz Robert P III | Director, Officer, 10% owner; Executive Chairman & CEO | Agricultural Inputs | SALE | $19.89 | 115,000 | $2,287,592 | 1,605,923 | -6.7% |
| 2023-05-24 00:25 | 2023-05-19 | EXP | EAGLE MATERIALS INC | Devlin William R | Officer; SVP, Controller | Building Materials | OPT+S | $168.30 | 4,914 | $827,043 | 26,269 | -15.8% |
| 2023-05-24 00:12 | 2023-05-19 | CE | Celanese Corp | Kelly Thomas Francis | Officer; SVP, EM | Chemicals | BUY | $107.29 | 2,000 | $214,580 | 47,165 | +4.4% |
| 2023-05-24 00:58 | 2023-05-19 | USLM | UNITED STATES LIME & MINERALS INC | BYRNE TIMOTHY W | Director, Officer; President & CEO | Building Materials | SALE | $188.04 | 7,311 | $1,374,739 | 31,759 | -18.7% |
| 2023-05-23 23:17 | 2023-05-19 | KWR | QUAKER CHEMICAL CORP | FRISBY JEFFRY D | Director | Specialty Chemicals | SALE | $209.00 | 3,487 | $728,783 | 4,685 | -42.7% |
| 2023-05-22 23:30 | 2023-05-18 | IE | Ivanhoe Electric Inc. | Young Evan James MacMillan | Officer; VP, Corporate Development | Copper | OPT+S | $13.48 | 50,000 | $673,815 | 2,500 | -95.2% |
| 2023-05-23 00:00 | 2023-05-22 | MP | MP Materials Corp. / DE | Rosenthal Michael Stuart | Officer; Chief Operating Officer | Other Industrial Metals & Mining | BUY | $21.78 | 5,000 | $108,900 | 29,476 | +20.4% |
| 2023-05-22 13:08 | 2023-05-19 | MP | MP Materials Corp. / DE | Rosenthal Michael Stuart | Officer; Chief Operating Officer | Other Industrial Metals & Mining | BUY | $21.21 | 10,000 | $212,100 | 24,476 | +69.1% |
| 2023-05-22 23:41 | 2023-05-22 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $68.49 | 100,000 | $6,848,880 | 54,931,838 | -0.2% |
| 2023-05-23 03:07 | 2023-05-18 | AVD | AMERICAN VANGUARD CORP | ROSENBLOOM KEITH M | Director | Agricultural Inputs | BUY | $17.69 | 63,249 | $1,118,736 | 1,094,665 | +6.1% |
| 2023-05-22 21:54 | 2023-05-17 | NMGX | Nano Magic Inc. | BERMAN RONALD J | Director | Specialty Chemicals | BUY | $0.45 | 5,000 | $2,250 | 1,005,225 | +0.5% |
| 2023-05-19 23:05 | - | ASPI | ASP Isotopes Inc. | Moore Duncan | Director | Chemicals | BUY | $0.31 | 20,000 | $6,230 | 450,000 | +4.7% |
| 2023-05-20 00:11 | 2023-05-19 | ASIX | AdvanSix Inc. | Gramm Christopher | Officer; Controller | Chemicals | SALE | $35.09 | 1,000 | $35,090 | 35,744 | -2.7% |
| 2023-05-19 20:29 | 2023-05-17 | RYAM | RAYONIER ADVANCED MATERIALS INC. | Smith Ivona | Director | Chemicals | BUY | $4.10 | 12,000 | $49,236 | 66,868 | +21.9% |
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.