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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023-05-11 23:23 | 2023-05-09 | KWR | QUAKER CHEMICAL CORP | Will David | Other | Specialty Chemicals | SALE | $205.41 | 138 | $28,347 | 1,723 | -7.4% |
| 2023-05-11 23:19 | 2023-05-09 | KWR | QUAKER CHEMICAL CORP | Traub Robert T | Officer; SVP, GC & Corp. Sec. | Specialty Chemicals | OPT+S | $205.00 | 3,650 | $748,250 | 3,150 | -53.7% |
| 2023-05-11 15:00 | 2023-05-08 | RGLD | ROYAL GOLD INC | Breeze Daniel | Officer; VP Corp Dev of RGLD Gold AG | Gold | SALE | $141.92 | 2,095 | $297,322 | 11,786 | -15.1% |
| 2023-05-11 15:00 | 2023-05-08 | RGLD | ROYAL GOLD INC | Isto Mark | Officer; EVP & COO of Royal Gold Corp | Gold | OPT+S | $141.89 | 9,660 | $1,370,657 | 30,437 | -24.1% |
| 2023-05-11 23:30 | 2023-05-10 | KWR | QUAKER CHEMICAL CORP | BERQUIST JOSEPH A | Officer; EVP, Chief Commercial Officer | Specialty Chemicals | OPT+S | $209.76 | 1,935 | $405,882 | 13,814 | -12.3% |
| 2023-05-11 15:00 | 2023-05-08 | RGLD | ROYAL GOLD INC | Hayes William M. | Director | Gold | SALE | $142.50 | 2,140 | $304,950 | 9,832 | -17.9% |
| 2023-05-12 01:19 | 2023-05-10 | IOSP | INNOSPEC INC. | PARRETTE LESLIE J | Director | Specialty Chemicals | BUY | $96.75 | 515 | $49,826 | 3,210 | +19.1% |
| 2023-05-10 23:19 | 2023-05-08 | K | KELLANOVA | Bahner Kris | Officer; SVP-Chief Global Corp Affairs | Gold | SALE | $71.01 | 3,483 | $247,337 | 18,013 | -16.2% |
| 2023-05-10 23:19 | 2023-05-08 | K | KELLANOVA | AMAYA NICOLAS | Officer; Senior Vice President | Gold | OPT+S | $71.00 | 4,755 | $337,605 | 20,211 | -19.0% |
| 2023-05-10 23:18 | 2023-05-08 | K | KELLANOVA | HOOD CHRISTOPHER M | Officer; Senior Vice President | Gold | OPT+S | $70.86 | 52,050 | $3,688,180 | 45,897 | -53.1% |
| 2023-05-10 22:53 | 2023-05-10 | AREC | American Resources Corporation | Jensen Mark C. | Director, Officer; Chief Executive Officer | Coking Coal | BUY | $1.55 | 5,000 | $7,747 | 5,199,896 | +0.1% |
| 2023-05-10 23:44 | 2023-05-08 | GPRE | Green Plains Inc. | Anderson James D | Director | Chemicals | BUY | $31.10 | 2,000 | $62,200 | 111,909 | +1.8% |
| 2023-05-10 23:40 | 2023-05-08 | GPRE | Green Plains Inc. | MAPES MICHELLE | Officer; Chief Legal and Admin Officer | Chemicals | SALE | $31.31 | 30,000 | $939,300 | 38,153 | -44.0% |
| 2023-05-11 00:49 | 2023-05-10 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $70.61 | 100,000 | $7,061,330 | 55,031,838 | -0.2% |
| 2023-05-10 00:15 | 2023-05-05 | CLW | Clearwater Paper Corp | Gadd Michael S | Officer; Sr. Vice President | Paper & Paper Products | SALE | $32.09 | 6,126 | $196,583 | 68,025 | -8.3% |
| 2023-05-10 02:43 | 2023-05-08 | MTRN | MATERION Corp | LIGGETT EMILY M | Director | Other Industrial Metals & Mining | OPT+S | $104.59 | 2,398 | $250,806 | 2,621 | -47.8% |
| 2023-05-08 23:01 | 2023-05-08 | USLM | UNITED STATES LIME & MINERALS INC | O'Neill Nathan | Officer; Vice President | Building Materials | SALE | $166.70 | 700 | $116,687 | 1,751 | -28.6% |
| 2023-05-08 23:30 | 2023-05-04 | SSD | Simpson Manufacturing Co., Inc. | Andersen Michael | Officer; EVP, Europe | Lumber & Wood Production | SALE | $122.95 | 4,000 | $491,780 | 7,573 | -34.6% |
| 2023-05-09 01:24 | 2023-05-04 | SCL | STEPAN CO | Behrens Scott R. | Director, Officer; President & CEO | Specialty Chemicals | SALE | $89.91 | 2,000 | $179,819 | 12,756 | -13.6% |
| 2023-05-08 23:46 | 2023-05-05 | ALB | Albemarle Corporation | Coleman Kristin M. | Officer; EVP, General Counsel | Specialty Chemicals | BUY | $182.00 | 1,373 | $249,886 | 1,373 | +100.0% |
| 2023-05-08 23:49 | 2023-05-05 | ALB | Albemarle Corporation | Masters J Kent | Director, Officer; Chairman & CEO | Specialty Chemicals | BUY | $181.64 | 5,470 | $993,571 | 51,466 | +11.9% |
| 2023-05-08 23:32 | 2023-05-05 | KWR | QUAKER CHEMICAL CORP | BARRY MICHAEL F | Director | Specialty Chemicals | SALE | $202.45 | 14,000 | $2,834,297 | 76,126 | -15.5% |
| 2023-05-09 01:46 | 2023-05-08 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $78.50 | 500 | $39,250 | 6,014 | -7.7% |
| 2023-05-08 23:38 | 2023-05-05 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $78.97 | 500 | $39,485 | 6,514 | -7.1% |
| 2023-05-06 03:43 | 2023-05-03 | USGO | U.S. GoldMining Inc. | GoldMining Inc. | 10% owner | Other Industrial Metals & Mining | BUY | $10.02 | 30,746 | $308,087 | 9,822,552 | +0.3% |
| 2023-05-06 01:24 | 2023-05-05 | ECL | ECOLAB INC. | Beck Christophe | Director, Officer; CHAIRMAN & CEO | Specialty Chemicals | OPT+S | $173.48 | 34,450 | $5,976,503 | 53,043 | -39.4% |
| 2023-05-05 18:40 | 2023-05-03 | FSI | FLEXIBLE SOLUTIONS INTERNATIONAL INC | O BRIEN DANIEL B | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $2.80 | 7,899 | $22,120 | 4,421,781 | -0.2% |
| 2023-05-04 23:15 | 2023-05-02 | BCPC | BALCHEM CORP | Sestrick Michael Robert | Officer; SVP & Chief Technology Officer | Specialty Chemicals | SALE | $130.36 | 2,300 | $299,837 | 5,424 | -29.8% |
| 2023-05-04 23:05 | 2023-05-03 | HYMC | HYCROFT MINING HOLDING CORP | Jennings Rebecca | Officer; Senior Vice President | Gold | BUY | $0.42 | 11,940 | $5,009 | 11,940 | +100.0% |
| 2023-05-04 20:17 | 2023-05-03 | FMC | FMC CORP | DOUGLAS MARK | Director, Officer; President and CEO | Agricultural Inputs | BUY | $115.53 | 4,121 | $476,102 | 41,672 | +11.0% |
| 2023-05-04 21:45 | 2023-05-03 | NG | NOVAGOLD RESOURCES INC | GARRETT DIANE R | Director | Gold | OPT+S | $5.58 | 14,950 | $83,421 | 22,757 | -39.6% |
| 2023-05-04 23:05 | 2023-04-19 | MLCT | RANGE IMPACT, INC. | FEIGHAN EDWARD F | Director | Other Industrial Metals & Mining | BUY | $0.20 | 50,000 | $9,955 | 2,389,022 | +2.1% |
| 2023-05-03 20:46 | 2023-05-01 | LIN | LINDE PLC | Bichara Guillermo | Officer; Exec VP& Chief Legal Officer | Specialty Chemicals | OPT+S | $371.55 | 14,648 | $5,442,464 | 27,161 | -35.0% |
| 2023-05-03 20:48 | 2023-05-01 | LIN | LINDE PLC | ANGEL STEPHEN F | Director | Specialty Chemicals | OPT+S | $372.35 | 45,309 | $16,870,806 | 369,611 | -10.9% |
| 2023-05-03 23:28 | 2023-05-03 | HYMC | HYCROFT MINING HOLDING CORP | GARRETT DIANE R | Director, Officer; President and CEO | Gold | SALE | $0.40 | 12,700 | $5,039 | 2,193,076 | -0.6% |
| 2023-05-03 23:39 | 2023-05-01 | NEM | NEWMONT Corp /DE/ | Palmer Thomas Ronald | Director, Officer; President & CEO | Gold | SALE | $47.76 | 11,000 | $525,360 | 300,039 | -3.5% |
| 2023-05-03 23:38 | 2023-05-01 | NEM | NEWMONT Corp /DE/ | Atkinson Robert D | Officer; EVP & COO | Gold | SALE | $47.76 | 3,000 | $143,280 | 81,751 | -3.5% |
| 2023-05-03 03:04 | 2023-04-25 | TMQ | Trilogy Metals Inc. | South32 Ltd | 10% owner | Other Industrial Metals & Mining | BUY | $0.55 | 2,181,818 | $1,200,000 | 18,595,311 | +13.3% |
| 2023-05-03 02:32 | 2023-04-28 | USGO | U.S. GoldMining Inc. | GoldMining Inc. | 10% owner | Other Industrial Metals & Mining | BUY | $9.25 | 22,993 | $212,706 | 9,791,806 | +0.2% |
| 2023-05-02 21:05 | 2023-05-02 | CLF | CLEVELAND-CLIFFS INC. | MICHAEL RALPH S III | Director | Steel | BUY | $14.96 | 10,000 | $149,592 | 171,840 | +6.2% |
| 2023-05-02 04:31 | 2023-04-28 | USGO | U.S. GoldMining Inc. | Bukacheva Aleksandra | Director | Other Industrial Metals & Mining | BUY | $9.15 | 1,000 | $9,150 | 1,000 | +100.0% |
| 2023-05-01 17:27 | 2023-05-01 | CLF | CLEVELAND-CLIFFS INC. | Goncalves Celso L Jr | Officer; EVP, CFO | Steel | BUY | $15.18 | 6,500 | $98,697 | 237,727 | +2.8% |
| 2023-05-01 23:33 | 2023-04-28 | DOW | DOW INC. | Dial Debra L. | Director | Chemicals | BUY | $54.17 | 400 | $21,668 | 2,025 | +24.6% |
| 2023-04-28 22:08 | 2023-04-28 | CLF | CLEVELAND-CLIFFS INC. | Yocum Arlene M | Director | Steel | BUY | $15.14 | 1,500 | $22,703 | 83,454 | +1.8% |
| 2023-04-28 02:52 | 2023-04-25 | USGO | U.S. GoldMining Inc. | GoldMining Inc. | 10% owner | Other Industrial Metals & Mining | BUY | $8.96 | 48,786 | $437,318 | 9,768,813 | +0.5% |
| 2023-04-28 03:14 | 2023-04-25 | SSD | Simpson Manufacturing Co., Inc. | Colonias Karen Winifred | Director | Lumber & Wood Production | SALE | $125.35 | 9,136 | $1,145,160 | 14,623 | -38.5% |
| 2023-04-28 00:15 | 2023-04-27 | CLF | CLEVELAND-CLIFFS INC. | Koci Keith | Officer; EVP & President, CC Services | Steel | BUY | $14.87 | 7,300 | $108,548 | 383,358 | +1.9% |
| 2023-04-27 18:50 | 2023-04-27 | CLF | CLEVELAND-CLIFFS INC. | GONCALVES LOURENCO | Director, Officer; Chairman, President & CEO | Steel | BUY | $14.96 | 100,000 | $1,496,350 | 2,464,885 | +4.2% |
| 2023-04-27 23:28 | 2023-04-26 | FSI | FLEXIBLE SOLUTIONS INTERNATIONAL INC | O BRIEN DANIEL B | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $3.00 | 9,399 | $28,197 | 4,429,680 | -0.2% |
| 2023-04-26 23:45 | 2023-04-25 | TMQ | Trilogy Metals Inc. | Electrum Strategic Opportunities Fund L.P. | 10% owner | Other Industrial Metals & Mining | BUY | $0.55 | 2,181,818 | $1,200,000 | 31,604,741 | +7.4% |
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.