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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023-02-11 02:12 | 2023-02-08 | EXP | EAGLE MATERIALS INC | Damiris George John | Director | Building Materials | SALE | $148.67 | 2,250 | $334,500 | 6,336 | -26.2% |
| 2023-02-10 19:43 | 2023-02-09 | FUL | FULLER H B CO | Keenan Timothy J | Officer; Sr. VP, General Counsel | Specialty Chemicals | SALE | $71.80 | 2,836 | $203,617 | 19,803 | -12.5% |
| 2023-02-11 02:12 | 2023-02-08 | EXP | EAGLE MATERIALS INC | Powers David B | Director | Building Materials | SALE | $147.48 | 4,941 | $728,698 | 23,662 | -17.3% |
| 2023-02-11 01:09 | 2023-02-10 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $67.63 | 100,000 | $6,762,950 | 55,631,838 | -0.2% |
| 2023-02-09 16:48 | 2023-02-07 | SMG | SCOTTS MIRACLE-GRO CO | Johnson Stephen L | Director | Agricultural Inputs | SALE | $80.48 | 935 | $75,246 | 19,856 | -4.5% |
| 2023-02-10 00:55 | 2023-02-07 | LYB | LyondellBasell Industries N.V. | Kaplan Jeffrey A | Officer; EVP and General Counsel | Specialty Chemicals | SALE | $98.99 | 10,000 | $989,901 | 47,600 | -17.4% |
| 2023-02-10 00:05 | 2023-02-07 | DYNR | DYNARESOURCE, INC. | ROSE MATTHEW K | Director, 10% owner | Other Precious Metals & Mining | BUY | $2.36 | 11,000 | $25,960 | 291,479 | +3.9% |
| 2023-02-10 00:22 | 2023-02-07 | SANW | S&W Seed Company | WYNNEFIELD PARTNERS SMALL CAP VALUE LP | 10% owner | Agricultural Inputs | SALE | $1.71 | 380,000 | $650,370 | 2,776,209 | -12.0% |
| 2023-02-09 00:41 | 2023-02-06 | CTVA | Corteva, Inc. | Magro Charles V. | Director, Officer; Chief Executive Officer | Agricultural Inputs | BUY | $60.64 | 40,000 | $2,425,480 | 126,095 | +46.5% |
| 2023-02-08 19:53 | 2023-02-07 | AREC | American Resources Corporation | GOLDEN PROPERTIES LTD. | 10% owner | Coking Coal | SALE | $1.60 | 30,000 | $48,000 | 14,320,711 | -0.2% |
| 2023-02-09 01:27 | 2022-02-07 | IDR | Idaho Strategic Resources, Inc. | Swallow John | Officer; President & CEO | Gold | BUY | $5.70 | 35,088 | $200,002 | 1,338,233 | +2.7% |
| 2023-02-08 01:43 | 2023-02-07 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $80.77 | 50,000 | $4,038,520 | 14,064,775 | -0.4% |
| 2023-02-08 00:41 | 2021-06-09 | HDSN | HUDSON TECHNOLOGIES INC /NY | Houghton Kathleen | Officer; VP-Sales and Marketing | Specialty Chemicals | SALE | $2.96 | 6,685 | $19,806 | 41,163 | -14.0% |
| 2023-02-08 01:39 | 2023-02-03 | EXP | EAGLE MATERIALS INC | Wentzel Steven L | Officer; President (American Gypsum) | Building Materials | OPT+S | $150.00 | 4,680 | $702,000 | 22,679 | -17.1% |
| 2023-02-07 21:40 | 2023-02-03 | NUE | NUCOR CORP | Utermark D. Chad | Officer; Executive Vice President | Steel | OPT+S | $177.13 | 45,357 | $8,034,299 | 172,629 | -20.8% |
| 2023-02-08 01:52 | 2023-02-06 | AREC | American Resources Corporation | GOLDEN PROPERTIES LTD. | 10% owner | Coking Coal | SALE | $1.71 | 35,000 | $59,749 | 14,350,711 | -0.2% |
| 2023-02-08 01:38 | 2023-02-03 | EXP | EAGLE MATERIALS INC | Damiris George John | Director | Building Materials | SALE | $150.00 | 2,010 | $301,500 | 8,586 | -19.0% |
| 2023-02-08 01:37 | 2023-02-03 | EXP | EAGLE MATERIALS INC | Devlin William R | Officer; SVP, Controller | Building Materials | OPT+S | $149.04 | 8,911 | $1,328,076 | 26,159 | -25.4% |
| 2023-02-07 21:47 | 2023-02-03 | NUE | NUCOR CORP | QUERY KENNETH REX | Officer; Executive Vice President | Steel | SALE | $177.99 | 1,962 | $349,217 | 74,138 | -2.6% |
| 2023-02-08 01:09 | 2023-01-17 | FSI | FLEXIBLE SOLUTIONS INTERNATIONAL INC | Helina Robert T | Director | Specialty Chemicals | SALE | $3.13 | 15,000 | $47,000 | 10,000 | -60.0% |
| 2023-02-07 02:37 | 2023-02-03 | HYMC | HYCROFT MINING HOLDING CORP | Mudrick Capital Management, L.P. | 10% owner | Gold | SALE | $0.55 | 1,000,000 | $546,900 | 13,646,677 | -6.8% |
| 2023-02-07 00:53 | 2023-02-06 | NEU | NEWMARKET CORP | ROGERS JAMES E | Director | Specialty Chemicals | SALE | $360.24 | 393 | $141,574 | 3,205 | -10.9% |
| 2023-02-07 02:13 | 2023-01-30 | LBSR | LIBERTY STAR URANIUM & METALS CORP. | O'HEERON PETE | Director, Officer, 10% owner; COB, Secretary, Treasurer | Other Industrial Metals & Mining | BUY | $0.13 | 80,564 | $10,151 | 80,564 | +100.0% |
| 2023-02-03 19:17 | 2023-02-02 | NUE | NUCOR CORP | Hanners Noah C | Officer; Executive Vice President | Steel | SALE | $176.63 | 4,900 | $865,508 | 12,504 | -28.2% |
| 2023-02-04 02:06 | 2023-02-02 | EXP | EAGLE MATERIALS INC | Thompson Tony | Officer; Senior Vice President | Building Materials | OPT+S | $150.00 | 2,803 | $420,450 | 12,934 | -17.8% |
| 2023-02-04 02:06 | 2023-01-31 | EXP | EAGLE MATERIALS INC | Cribbs Eric | Officer; Executive Vice President | Building Materials | SALE | $145.46 | 1,091 | $158,697 | 14,948 | -6.8% |
| 2023-02-03 16:02 | 2023-02-01 | AA | Alcoa Corp | Bacchi Renato | Officer; EVP & CSIO | Aluminum | SALE | $53.50 | 10,000 | $535,000 | 59,567 | -14.4% |
| 2023-02-04 00:26 | 2023-02-02 | KWR | QUAKER CHEMICAL CORP | BERQUIST JOSEPH A | Officer; CHIEF COMMERCIAL OFFICER | Specialty Chemicals | SALE | $210.00 | 1,000 | $210,000 | 12,896 | -7.2% |
| 2023-02-04 00:23 | 2023-02-01 | KWR | QUAKER CHEMICAL CORP | BARRY MICHAEL F | Director | Specialty Chemicals | OPT+S | $199.77 | 15,000 | $2,996,573 | 86,534 | -14.8% |
| 2023-02-04 00:48 | 2023-02-01 | NEM | NEWMONT Corp /DE/ | Atkinson Robert D | Officer; EVP & COO | Gold | SALE | $52.75 | 1,543 | $81,393 | 32,404 | -4.5% |
| 2023-02-04 00:47 | 2023-02-01 | NEM | NEWMONT Corp /DE/ | Palmer Thomas Ronald | Director, Officer; President & CEO | Gold | SALE | $52.75 | 11,000 | $580,250 | 188,949 | -5.5% |
| 2023-02-03 17:20 | 2023-02-02 | WDFC | WD 40 CO | Olsem Patricia Q | Officer; Division President, Americas | Specialty Chemicals | SALE | $180.00 | 438 | $78,840 | 2,743 | -13.8% |
| 2023-02-03 01:42 | 2023-01-31 | EXP | EAGLE MATERIALS INC | Cribbs Eric | Officer; Executive Vice President | Building Materials | OPT+S | $145.39 | 1,401 | $203,685 | 16,039 | -8.0% |
| 2023-02-02 21:17 | 2023-02-01 | NUE | NUCOR CORP | Behr Allen C | Officer; Executive Vice President | Steel | SALE | $168.00 | 2,613 | $438,971 | 57,121 | -4.4% |
| 2023-02-02 14:37 | 2023-01-31 | AA | Alcoa Corp | Elam Harden Sonya | Officer; EVP & Chief Ext. Aff. Officer | Aluminum | SALE | $51.87 | 4,514 | $234,142 | 29,427 | -13.3% |
| 2023-02-03 01:43 | 2023-01-31 | EXP | EAGLE MATERIALS INC | Haack Michael | Officer; President and CEO | Building Materials | OPT+S | $144.76 | 18,608 | $2,693,688 | 89,542 | -17.2% |
| 2023-02-02 23:29 | 2023-01-31 | RYES | Rise Gold Corp. | Mossman Benjamin | Director, Officer; CEO, President | Gold | BUY | $0.40 | 100,000 | $40,000 | 377,329 | +36.1% |
| 2023-02-02 20:39 | 2023-01-31 | RYES | Rise Gold Corp. | Vehrs Thomas I. | Director | Gold | BUY | $0.40 | 25,000 | $10,000 | 25,000 | +100.0% |
| 2023-02-03 00:54 | 2023-01-31 | RYES | Rise Gold Corp. | Proust John | Director | Gold | BUY | $0.40 | 262,613 | $105,045 | 112,865 | +100.0% |
| 2023-02-03 01:21 | 2023-01-31 | HYMC | HYCROFT MINING HOLDING CORP | Mudrick Capital Management, L.P. | 10% owner | Gold | SALE | $0.59 | 1,046,298 | $618,153 | 14,646,677 | -6.7% |
| 2023-02-02 22:11 | 2023-02-01 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, Officer, 10% owner; CEO & PRESIDENT | Specialty Chemicals | BUY | $0.46 | 5,000 | $2,300 | 8,592,855 | +0.1% |
| 2023-02-02 01:51 | 2023-02-01 | OLN | OLIN Corp | Alderman Heidi S | Director | Chemicals | SALE | $64.01 | 2,000 | $128,020 | 0 | -100.0% |
| 2023-02-02 04:32 | 2023-01-30 | ORGN | Origin Materials, Inc. | SIM Boon | Director | Chemicals | SALE | $6.05 | 86,500 | $523,481 | 5,033,311 | -1.7% |
| 2023-02-01 19:42 | 2023-01-31 | PPG | PPG INDUSTRIES INC | MCGARRY MICHAEL H | Director, Officer; Executive Chairman | Specialty Chemicals | OPT+S | $129.96 | 61,867 | $8,040,427 | 183,645 | -25.2% |
| 2023-02-02 05:13 | 2023-01-31 | RYES | Rise Gold Corp. | Flanigan Murray Guinn | Director | Gold | BUY | $0.40 | 88,750 | $35,500 | 138,750 | +177.5% |
| 2023-02-01 21:24 | 2023-01-31 | NG | NOVAGOLD RESOURCES INC | Walsh Anthony P. | Director | Gold | OPT+S | $6.27 | 12,479 | $78,243 | 41,751 | -23.0% |
| 2023-01-31 20:37 | 2023-01-30 | NUE | NUCOR CORP | Needham Daniel R. | Officer; Executive Vice President | Steel | SALE | $168.36 | 5,000 | $841,795 | 61,137 | -7.6% |
| 2023-02-01 00:52 | 2023-01-27 | ORGN | Origin Materials, Inc. | Whaley Nathan S. | Officer; Chief Financial Officer | Chemicals | OPT+S | $6.01 | 50,000 | $300,270 | 120,000 | -29.4% |
| 2023-02-01 00:59 | 2023-01-30 | NTIC | NORTHERN TECHNOLOGIES INTERNATIONAL CORP | Calderon Nancy E. | Director | Specialty Chemicals | BUY | $12.92 | 500 | $6,459 | 2,562 | +24.3% |
| 2023-01-31 15:58 | 2023-01-27 | AA | Alcoa Corp | Heeter Jeffrey D. | Officer; EVP & Gen. Counsel | Aluminum | SALE | $51.21 | 40,130 | $2,055,057 | 37,840 | -51.5% |
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.