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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022-12-21 18:39 | 2022-12-20 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $70.74 | 100,000 | $7,074,430 | 55,931,838 | -0.2% |
| 2022-12-21 20:19 | 2022-12-10 | UAMY | UNITED STATES ANTIMONY CORP | EVANS GARY C | Director | Other Industrial Metals & Mining | BUY | $0.45 | 161,993 | $72,897 | 878,031 | +22.6% |
| 2022-12-21 00:42 | 2022-12-19 | SSD | Simpson Manufacturing Co., Inc. | Colonias Karen Winifred | Director, Officer; Chief Executive Officer | Lumber & Wood Production | SALE | $90.76 | 15,000 | $1,361,349 | 18,423 | -44.9% |
| 2022-12-21 02:20 | 2022-12-19 | GEVO | Gevo, Inc. | Smull L Lynn | Officer; Chief Financial Officer | Specialty Chemicals | SALE | $1.89 | 17,676 | $33,409 | 797,725 | -2.2% |
| 2022-12-21 00:09 | 2022-12-19 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | Specialty Chemicals | BUY | $19.83 | 4,902 | $97,207 | 300,000 | +1.7% |
| 2022-12-20 01:06 | 2022-12-16 | ALTO | Alto Ingredients Inc. | Gray Maria G | Director | Specialty Chemicals | BUY | $2.73 | 5,000 | $13,650 | 27,292 | +22.4% |
| 2022-12-20 02:14 | 2022-12-16 | DC | Dakota Gold Corp. | SCHROEDER ALICE D. | Director | Gold | BUY | $2.97 | 61,995 | $184,404 | 146,765 | +73.1% |
| 2022-12-20 00:05 | 2022-12-16 | ALTO | Alto Ingredients Inc. | NATHAN GILBERT E | Director | Specialty Chemicals | BUY | $2.71 | 35,000 | $94,850 | 538,909 | +6.9% |
| 2022-12-20 00:24 | 2022-12-14 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | Specialty Chemicals | BUY | $19.98 | 10,399 | $207,800 | 295,098 | +3.7% |
| 2022-12-17 00:20 | 2022-12-15 | ASIX | AdvanSix Inc. | Gramm Christopher | Officer; Controller | Chemicals | SALE | $40.30 | 1,000 | $40,300 | 32,954 | -2.9% |
| 2022-12-16 22:50 | 2022-12-15 | UAMY | UNITED STATES ANTIMONY CORP | EVANS GARY C | Director | Other Industrial Metals & Mining | BUY | $0.45 | 119,201 | $53,640 | 835,239 | +16.6% |
| 2022-12-16 00:54 | 2022-12-13 | MP | MP Materials Corp. / DE | Gold Daniel Allen | Director | Other Industrial Metals & Mining | SALE | $31.70 | 153,702 | $4,873,060 | 5,542,000 | -2.7% |
| 2022-12-16 00:32 | 2022-12-13 | HYMC | HYCROFT MINING HOLDING CORP | Mudrick Capital Management, L.P. | 10% owner | Gold | SALE | $0.50 | 806,391 | $406,340 | 17,923,698 | -4.3% |
| 2022-12-16 01:01 | 2022-12-13 | MP | MP Materials Corp. / DE | QVT Financial LP | Director, Other | Other Industrial Metals & Mining | SALE | $31.70 | 153,702 | $4,873,060 | 5,542,000 | -2.7% |
| 2022-12-16 01:05 | 2022-12-13 | UAMY | UNITED STATES ANTIMONY CORP | EVANS GARY C | Director | Other Industrial Metals & Mining | BUY | $0.45 | 307,202 | $138,241 | 716,038 | +75.1% |
| 2022-12-14 22:45 | 2022-12-12 | HDSN | HUDSON TECHNOLOGIES INC /NY | Gaglione Kenneth | Officer; VP-Operations | Specialty Chemicals | OPT+S | $11.53 | 19,000 | $219,070 | 3,207 | -85.6% |
| 2022-12-14 19:42 | 2022-12-12 | FRD | FRIEDMAN INDUSTRIES INC | Reichenthal Max Alan | Director | Steel | BUY | $8.34 | 300 | $2,502 | 20,120 | +1.5% |
| 2022-12-14 21:18 | 2022-12-08 | FF | FutureFuel Corp. | Bedell Donald C. | Director | Specialty Chemicals | SALE | $9.00 | 9,000 | $81,000 | 87,950 | -9.3% |
| 2022-12-15 00:30 | 2022-12-12 | KALU | KAISER ALUMINUM CORP | West Neal E | Officer; EVP & CFO | Aluminum | SALE | $80.13 | 400 | $32,052 | 980 | -29.0% |
| 2022-12-14 02:23 | 2022-12-12 | GEVO | Gevo, Inc. | Nurmat Alisher K | Officer; VP and Controller | Specialty Chemicals | SALE | $1.75 | 1,010 | $1,770 | 51,903 | -1.9% |
| 2022-12-13 19:24 | 2022-12-12 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $73.41 | 100,000 | $7,340,910 | 56,031,838 | -0.2% |
| 2022-12-14 02:02 | 2022-12-09 | DYNR | DYNARESOURCE, INC. | ROSE MATTHEW K | Director, 10% owner | Other Precious Metals & Mining | BUY | $2.46 | 50,000 | $123,000 | 253,379 | +24.6% |
| 2022-12-13 17:37 | 2022-12-09 | CMT | CORE MOLDING TECHNOLOGIES INC | Smith Andrew O | Director | Specialty Chemicals | BUY | $10.60 | 500 | $5,300 | 77,437 | +0.6% |
| 2022-12-12 19:57 | 2022-12-08 | FRD | FRIEDMAN INDUSTRIES INC | Reichenthal Max Alan | Director | Steel | BUY | $8.62 | 4,000 | $34,465 | 19,820 | +25.3% |
| 2022-12-13 02:21 | 2022-12-08 | HYMC | HYCROFT MINING HOLDING CORP | Mudrick Capital Management, L.P. | 10% owner | Gold | SALE | $0.52 | 1,500,000 | $781,350 | 18,730,089 | -7.4% |
| 2022-12-12 22:16 | 2022-12-07 | UAMY | UNITED STATES ANTIMONY CORP | EVANS GARY C | Director | Other Industrial Metals & Mining | BUY | $0.41 | 368,836 | $149,379 | 408,836 | +922.1% |
| 2022-12-13 00:12 | 2022-11-25 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | Specialty Chemicals | BUY | $20.66 | 24,474 | $505,706 | 284,699 | +9.4% |
| 2022-12-10 00:05 | 2022-12-07 | ECVT | Ecovyst Inc. | Ginns Jonny | Director | Specialty Chemicals | BUY | $9.09 | 40,402 | $367,157 | 193,245 | +26.4% |
| 2022-12-09 23:27 | 2022-12-06 | UAMY | UNITED STATES ANTIMONY CORP | EVANS GARY C | Director | Other Industrial Metals & Mining | BUY | $0.38 | 40,000 | $15,200 | 40,000 | +100.0% |
| 2022-12-09 00:34 | 2022-12-07 | USLM | UNITED STATES LIME & MINERALS INC | HUGHES BILL | Director | Building Materials | SALE | $148.00 | 500 | $74,000 | 25,388 | -1.9% |
| 2022-12-09 00:15 | 2022-12-06 | GPRE | Green Plains Inc. | STARK JAMES E | Officer; Chief Financial Officer | Chemicals | BUY | $31.85 | 787 | $25,066 | 11,184 | +7.6% |
| 2022-12-08 20:02 | 2022-12-07 | NG | NOVAGOLD RESOURCES INC | Ottewell David A. | Officer; Vice President & CFO | Gold | OPT+S | $5.96 | 71,186 | $424,269 | 789,531 | -8.3% |
| 2022-12-07 18:42 | 2022-12-05 | VMC | Vulcan Materials CO | Clement David P | Officer; Senior Vice President | Building Materials | SALE | $180.00 | 2,000 | $360,000 | 1,970 | -50.4% |
| 2022-12-08 04:58 | 2022-12-05 | HYMC | HYCROFT MINING HOLDING CORP | Mudrick Capital Management, L.P. | 10% owner | Gold | SALE | $0.59 | 1,781,127 | $1,051,755 | 20,230,089 | -8.1% |
| 2022-12-07 20:33 | 2022-12-06 | NG | NOVAGOLD RESOURCES INC | Ottewell David A. | Officer; Vice President & CFO | Gold | OPT+S | $5.97 | 57,592 | $343,824 | 789,531 | -6.8% |
| 2022-12-07 01:54 | 2022-12-02 | PRM | Perimeter Solutions, Inc. | Haitham Khouri | Director, Officer; Vice Chairman | Specialty Chemicals | SALE | $10.59 | 188,474 | $1,996,260 | 1,217,700 | -13.4% |
| 2022-12-07 00:54 | 2022-12-06 | VHI | VALHI INC /DE/ | Samford Amy A. | Officer; Executive VP and CFO | Chemicals | BUY | $23.96 | 1,000 | $23,960 | 1,000 | +100.0% |
| 2022-12-06 17:36 | 2022-12-02 | NGVT | Ingevity Corp | Ripple Erik Spencer | Officer; Chief Growth and Innovation Of | Specialty Chemicals | SALE | $77.84 | 856 | $66,631 | 10,106 | -7.8% |
| 2022-12-07 00:50 | 2022-12-06 | KRO | KRONOS WORLDWIDE INC | Samford Amy A. | Officer; Executive VP | Specialty Chemicals | BUY | $9.71 | 2,000 | $19,420 | 2,000 | +100.0% |
| 2022-12-07 00:00 | 2022-12-02 | LWLG | Lightwave Logic, Inc. | LEONBERGER FREDERICK J | Director | Specialty Chemicals | OPT+S | $7.07 | 31,000 | $219,108 | 5,182 | -85.7% |
| 2022-12-07 03:07 | 2022-12-05 | IOSP | INNOSPEC INC. | Jones David B. | Officer; SVP, GC & CCO | Specialty Chemicals | BUY | $107.99 | 752 | $81,208 | 1,530 | +96.7% |
| 2022-12-06 01:31 | 2022-12-02 | FCX | FREEPORT-MCMORAN INC | Currault Douglas N. II | Officer; Senior VP & General Counsel | Copper | OPT+S | $40.25 | 75,000 | $3,018,833 | 136,432 | -35.5% |
| 2022-12-06 00:53 | 2022-12-01 | ORGN | Origin Materials, Inc. | Heidenmark Cook Pia Johanna | Director | Chemicals | SALE | $5.62 | 3,636 | $20,436 | 93,831 | -3.7% |
| 2022-12-05 18:24 | 2022-12-01 | NGVT | Ingevity Corp | White Richard Allen JR | Officer; SVP, Perf Chem and Pres, ISPT | Specialty Chemicals | OPT+S | $77.97 | 1,639 | $127,793 | 3,995 | -29.1% |
| 2022-12-05 22:35 | 2022-12-02 | FMC | FMC CORP | Pfeiffer Nicholas | Officer; Corporate Controller | Agricultural Inputs | SALE | $132.56 | 500 | $66,282 | 11,222 | -4.3% |
| 2022-12-06 00:50 | 2022-12-01 | CMC | COMMERCIAL METALS Co | Smith Barbara | Director, Officer; Chairman, President & CEO | Steel | SALE | $49.53 | 25,000 | $1,238,170 | 483,785 | -4.9% |
| 2022-12-06 00:32 | 2022-12-02 | RS | RELIANCE, INC. | Koch Stephen Paul | Officer; Exec. VP, COO | Steel | SALE | $213.72 | 6,569 | $1,403,894 | 5,486 | -54.5% |
| 2022-12-06 03:28 | 2022-12-02 | MTX | MINERALS TECHNOLOGIES INC | Meek Thomas J | Officer; Senior Vice President | Specialty Chemicals | OPT+S | $62.52 | 16,795 | $1,050,015 | 83,852 | -16.7% |
| 2022-12-06 00:05 | 2022-12-01 | LYB | LyondellBasell Industries N.V. | AI INVESTMENTS HOLDINGS LLC | 10% owner | Specialty Chemicals | SALE | $84.93 | 1,428,298 | $121,302,207 | 3,321 | -99.8% |
| 2022-12-06 00:33 | 2022-12-02 | RS | RELIANCE, INC. | Lewis Karla R | Director, Officer; President | Steel | SALE | $213.69 | 9,178 | $1,961,267 | 77,832 | -10.5% |
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.