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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022-12-05 21:10 | 2022-12-02 | NG | NOVAGOLD RESOURCES INC | Walsh Anthony P. | Director | Gold | OPT+S | $6.01 | 11,896 | $71,495 | 41,751 | -22.2% |
| 2022-12-06 01:01 | 2022-12-01 | NEM | NEWMONT Corp /DE/ | Palmer Thomas Ronald | Director, Officer; President & CEO | Gold | SALE | $48.42 | 11,000 | $532,620 | 210,949 | -5.0% |
| 2022-12-06 01:00 | 2022-12-01 | NEM | NEWMONT Corp /DE/ | Atkinson Robert D | Officer; EVP & COO | Gold | SALE | $48.42 | 3,000 | $145,260 | 36,947 | -7.5% |
| 2022-12-05 22:58 | 2022-12-02 | STLD | STEEL DYNAMICS INC | MARCUCCILLI JAMES C | Director | Steel | SALE | $108.90 | 2,500 | $272,250 | 82,965 | -2.9% |
| 2022-12-03 00:11 | 2022-12-01 | RGLD | ROYAL GOLD INC | Libner Paul | Officer; CFO & Treasurer | Gold | SALE | $115.00 | 500 | $57,500 | 14,515 | -3.3% |
| 2022-12-03 01:56 | 2022-12-01 | TMQ | Trilogy Metals Inc. | Sanders Elaine | Officer; VP and CFO | Other Industrial Metals & Mining | SALE | $0.60 | 25,000 | $15,000 | 1,652,362 | -1.5% |
| 2022-12-02 16:59 | 2022-12-01 | TGLS | Tecnoglass Inc. | WEIL A LORNE | Director | Building Materials | SALE | $30.24 | 35,000 | $1,058,334 | 88,173 | -28.4% |
| 2022-12-03 04:53 | 2022-11-30 | HYMC | HYCROFT MINING HOLDING CORP | Mudrick Capital Management, L.P. | 10% owner | Gold | SALE | $0.70 | 2,383,633 | $1,676,886 | 22,011,216 | -9.8% |
| 2022-12-03 04:19 | 2022-12-02 | LBSR | LIBERTY STAR URANIUM & METALS CORP. | O'HEERON PETE | Director, Officer, 10% owner; COB, Secretary, Treasure | Other Industrial Metals & Mining | BUY | $0.10 | 63,107 | $6,500 | 63,107 | +100.0% |
| 2022-12-02 02:19 | 2022-11-29 | IE | Ivanhoe Electric Inc. | FRIEDLAND ROBERT M | Director, Officer; Executive Chairman | Copper | BUY | $9.85 | 422,767 | $4,164,255 | 9,385,324 | +4.7% |
| 2022-12-02 00:33 | 2022-11-29 | TMC | TMC the metals Co Inc. | Shesky Craig | Officer; Chief Financial Officer | Other Industrial Metals & Mining | SALE | $0.80 | 36,735 | $29,458 | 641,581 | -5.4% |
| 2022-12-02 00:57 | 2022-11-30 | CRN | Coronado Global Resources Inc. | Meyering Christopher P | Officer; VP, CLO & Secretary | Coking Coal | BUY | $14.50 | 3,400 | $49,300 | 10,000 | +51.5% |
| 2022-12-02 00:35 | 2022-11-30 | GURE | GULF RESOURCES, INC. | Miao Naihui | Director, Officer; COO & Secretary | Chemicals | SALE | $0.00 | 80,000 | $0 | 128,115 | -38.4% |
| 2022-12-02 00:32 | 2022-11-30 | GURE | GULF RESOURCES, INC. | Liu Xiaobin | Director, Officer; Chief Executive Officer | Chemicals | SALE | $0.00 | 80,000 | $0 | 128,115 | -38.4% |
| 2022-12-02 00:33 | 2022-11-30 | GURE | GULF RESOURCES, INC. | Li Min | Officer; Chief Financial Officer | Chemicals | SALE | $0.00 | 80,000 | $0 | 128,115 | -38.4% |
| 2022-12-01 16:37 | 2022-11-21 | ENCP | GRAPHJET TECHNOLOGY | WOLVERINE ASSET MANAGEMENT LLC | Other | Other Industrial Metals & Mining | SALE | $10.20 | 127,000 | $1,295,400 | 172,992 | -42.3% |
| 2022-12-02 01:28 | 2022-12-01 | ALB | Albemarle Corporation | NARWOLD KAREN G | Officer; EVP, Chief Admin Officer | Specialty Chemicals | SALE | $280.25 | 2,250 | $630,563 | 6,257 | -26.4% |
| 2022-11-30 23:17 | 2022-11-29 | SMG | SCOTTS MIRACLE-GRO CO | Evans David C | Director, Officer; EVP and Interim CFO | Agricultural Inputs | SALE | $53.69 | 1,659 | $89,067 | 23,694 | -6.5% |
| 2022-12-01 03:45 | 2022-11-28 | LYB | LyondellBasell Industries N.V. | AI INVESTMENTS HOLDINGS LLC | 10% owner | Specialty Chemicals | SALE | $84.95 | 1,402,472 | $119,142,521 | 3,392 | -99.8% |
| 2022-12-01 00:17 | 2022-11-28 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | Director, 10% owner | Agricultural Inputs | SALE | $53.62 | 157,448 | $8,442,252 | 14,114,775 | -1.1% |
| 2022-11-30 21:57 | 2022-11-29 | NG | NOVAGOLD RESOURCES INC | Lang Gregory A. | Director, Officer; President and CEO | Gold | OPT+S | $5.57 | 22,925 | $127,692 | 9,617 | -70.4% |
| 2022-11-30 02:11 | 2022-11-28 | MNTK | Montauk Renewables, Inc. | Hill Scott E | Officer; VP of Business Development | Specialty Chemicals | SALE | $12.03 | 104,147 | $1,253,399 | 620,460 | -14.4% |
| 2022-11-30 02:11 | 2022-11-28 | MNTK | Montauk Renewables, Inc. | McClain Sean F | Director, Officer; President and CEO | Specialty Chemicals | SALE | $12.09 | 60,000 | $725,574 | 757,989 | -7.3% |
| 2022-11-29 21:28 | 2022-11-28 | NG | NOVAGOLD RESOURCES INC | Lang Gregory A. | Director, Officer; President and CEO | Gold | OPT+S | $5.47 | 22,356 | $122,287 | 8,295 | -72.9% |
| 2022-11-29 00:15 | 2022-11-24 | CRN | Coronado Global Resources Inc. | Ziems Gerhard | Officer; Group Chief Financial Officer | Coking Coal | SALE | $12.77 | 20,505 | $261,845 | 20,000 | -50.6% |
| 2022-11-29 00:20 | 2022-11-23 | VGZ | VISTA GOLD CORP | Rozelle John W. | Officer; Senior Vice President | Gold | SALE | $0.56 | 33,500 | $18,670 | 455,513 | -6.9% |
| 2022-11-29 00:11 | 2022-11-23 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | Director, 10% owner | Agricultural Inputs | SALE | $55.94 | 97,660 | $5,463,481 | 14,272,223 | -0.7% |
| 2022-11-28 18:30 | 2022-11-25 | NG | NOVAGOLD RESOURCES INC | Lang Gregory A. | Director, Officer; President and CEO | Gold | OPT+S | $5.76 | 24,956 | $143,747 | 8,295 | -75.1% |
| 2022-11-23 20:32 | 2022-11-21 | VGZ | VISTA GOLD CORP | Rozelle John W. | Officer; Senior Vice President | Gold | SALE | $0.56 | 15,000 | $8,336 | 489,013 | -3.0% |
| 2022-11-24 01:38 | 2022-11-21 | GEVO | Gevo, Inc. | Marsh Andrew | Director | Specialty Chemicals | SALE | $2.04 | 41,904 | $85,379 | 203,562 | -17.1% |
| 2022-11-24 00:47 | 2022-11-22 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | Director, 10% owner | Agricultural Inputs | SALE | $56.45 | 102,339 | $5,777,477 | 14,369,883 | -0.7% |
| 2022-11-23 21:05 | 2022-11-22 | NG | NOVAGOLD RESOURCES INC | Lang Gregory A. | Director, Officer; President and CEO | Gold | OPT+S | $5.60 | 23,483 | $131,505 | 8,295 | -73.9% |
| 2022-11-24 02:32 | 2022-11-22 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | Specialty Chemicals | BUY | $19.92 | 2,114 | $42,111 | 260,225 | +0.8% |
| 2022-11-22 20:06 | 2022-11-18 | OLN | OLIN Corp | VARILEK JAMES A | Officer; EVP & COO | Chemicals | OPT+S | $56.56 | 50,000 | $2,828,090 | 17,761 | -73.8% |
| 2022-11-23 01:35 | 2022-11-18 | ESI | Element Solutions Inc | FRANKLIN MARTIN E | Director | Specialty Chemicals | BUY | $18.90 | 135,000 | $2,551,500 | 1,037,000 | +15.0% |
| 2022-11-22 18:33 | 2022-11-21 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $71.07 | 100,000 | $7,107,380 | 56,131,838 | -0.2% |
| 2022-11-23 02:24 | 2022-11-18 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | Director, 10% owner | Agricultural Inputs | SALE | $57.22 | 126,642 | $7,247,063 | 14,472,222 | -0.9% |
| 2022-11-22 21:59 | 2022-11-21 | NG | NOVAGOLD RESOURCES INC | Lang Gregory A. | Director, Officer; President and CEO | Gold | OPT+S | $5.40 | 21,626 | $116,780 | 8,295 | -72.3% |
| 2022-11-21 23:02 | 2022-11-18 | SMG | SCOTTS MIRACLE-GRO CO | Shumlin Peter E | Director | Agricultural Inputs | SALE | $56.94 | 750 | $42,705 | 11,385 | -6.2% |
| 2022-11-21 23:02 | 2022-11-18 | SMG | SCOTTS MIRACLE-GRO CO | Johnson Stephen L | Director | Agricultural Inputs | SALE | $56.47 | 3,560 | $201,043 | 16,673 | -17.6% |
| 2022-11-21 19:07 | 2022-11-18 | NG | NOVAGOLD RESOURCES INC | Lang Gregory A. | Director, Officer; President and CEO | Gold | OPT+S | $5.32 | 27,639 | $147,039 | 8,295 | -76.9% |
| 2022-11-22 01:36 | 2022-11-18 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | Specialty Chemicals | BUY | $19.27 | 3,000 | $57,810 | 258,111 | +1.2% |
| 2022-11-19 03:13 | 2022-11-18 | MP | MP Materials Corp. / DE | Corbett Ryan | Officer; Chief Financial Officer | Other Industrial Metals & Mining | SALE | $32.39 | 16,500 | $534,435 | 211,476 | -7.2% |
| 2022-11-19 02:12 | 2022-11-16 | ECVT | Ecovyst Inc. | Coxon Robert | Director | Specialty Chemicals | BUY | $8.81 | 10,000 | $88,100 | 205,054 | +5.1% |
| 2022-11-19 00:32 | 2022-11-16 | SSD | Simpson Manufacturing Co., Inc. | Dankel Roger | Officer; President, Simpson Strong-Tie | Lumber & Wood Production | SALE | $92.50 | 700 | $64,750 | 30,512 | -2.2% |
| 2022-11-19 00:23 | 2022-11-17 | ECVT | Ecovyst Inc. | CCMP Capital, LP | 10% owner | Specialty Chemicals | SALE | $7.88 | 20,125,000 | $158,560,850 | 1,736,133 | -92.1% |
| 2022-11-19 01:12 | 2022-11-15 | LYB | LyondellBasell Industries N.V. | AI INVESTMENTS HOLDINGS LLC | 10% owner | Specialty Chemicals | SALE | $86.47 | 27 | $2,335 | 767,075 | 0.0% |
| 2022-11-19 00:23 | 2022-11-16 | TSE | Trinseo PLC | MARTENS PHILIP R | Director | Specialty Chemicals | SALE | $24.60 | 6,900 | $169,706 | 10,300 | -40.1% |
| 2022-11-18 23:59 | 2022-11-18 | MLM | MARTIN MARIETTA MATERIALS INC | COLE SUE W | Director | Building Materials | SALE | $355.61 | 1,685 | $599,196 | 21,155 | -7.4% |
| 2022-11-18 17:23 | 2022-11-16 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | Specialty Chemicals | BUY | $19.05 | 1,911 | $36,405 | 255,111 | +0.8% |
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.