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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022-11-17 23:17 | 2022-11-16 | LIN | LINDE PLC | Hoyt Kelcey E | Officer; Principal Accounting Officer | Specialty Chemicals | OPT+S | $333.91 | 2,932 | $979,016 | 6,470 | -31.2% |
| 2022-11-17 23:13 | 2022-11-16 | RYAM | RAYONIER ADVANCED MATERIALS INC. | Posze James L Jr | Officer; CAO & SVP, Human Resources | Chemicals | BUY | $7.55 | 5,000 | $37,754 | 121,888 | +4.3% |
| 2022-11-18 00:12 | 2022-11-16 | PPTA | PERPETUA RESOURCES CORP. | Haslam Alan Douglas | Officer; See remarks. | Other Precious Metals & Mining | OPT+S | $2.38 | 3,818 | $9,087 | 15,658 | -19.6% |
| 2022-11-18 05:23 | 2022-11-15 | LYB | LyondellBasell Industries N.V. | AI INVESTMENTS HOLDINGS LLC | 10% owner | Specialty Chemicals | SALE | $86.48 | 127,439 | $11,020,937 | 73,175 | -63.5% |
| 2022-11-17 01:50 | 2022-11-15 | ORGN | Origin Materials, Inc. | Riley Richard J. | Director, Officer; Co-CEO and Director | Chemicals | OPT+S | $5.84 | 45,000 | $262,620 | 20,000 | -69.2% |
| 2022-11-17 00:02 | 2022-11-16 | RGLD | ROYAL GOLD INC | Shefman Randy | Officer; VP & General Counsel | Gold | SALE | $106.14 | 1,000 | $106,140 | 7,958 | -11.2% |
| 2022-11-17 00:55 | 2022-11-15 | VGZ | VISTA GOLD CORP | Tobler Douglas L. | Officer; CFO | Gold | BUY | $0.58 | 2,500 | $1,450 | 210,652 | +1.2% |
| 2022-11-16 20:37 | 2022-11-14 | LIN | LINDE PLC | Strauss David P | Officer; Executive VP, Chief HR Officer | Specialty Chemicals | OPT+S | $335.61 | 2,166 | $726,931 | 20,582 | -9.5% |
| 2022-11-17 01:09 | 2022-11-15 | ASIX | AdvanSix Inc. | Gramm Christopher | Officer; Controller | Chemicals | SALE | $40.00 | 1,000 | $40,000 | 33,954 | -2.9% |
| 2022-11-17 00:41 | 2022-11-15 | VGZ | VISTA GOLD CORP | Rozelle John W. | Officer; Senior Vice President | Gold | SALE | $0.58 | 20,000 | $11,600 | 504,013 | -3.8% |
| 2022-11-16 15:40 | 2022-11-15 | WLKP | Westlake Chemical Partners LP | Kenner Andrew | Officer; SVP, Olefin Material & Corp Pr | Chemicals | BUY | $22.97 | 4,362 | $100,213 | 50,000 | +9.6% |
| 2022-11-17 00:52 | 2022-11-15 | MMP | Magellan Midstream Partners, L.P. | MONTAGUE JAMES R | Director | Aluminum | SALE | $53.43 | 2,892 | $154,524 | 25,095 | -10.3% |
| 2022-11-17 00:18 | 2022-11-14 | MATV | Mativ Holdings, Inc. | COOK WILLIAM M | Director | Specialty Chemicals | BUY | $29.09 | 1,500 | $43,635 | 17,534 | +9.4% |
| 2022-11-17 00:16 | 2022-11-14 | MATV | Mativ Holdings, Inc. | ROGERS JOHN | Director | Specialty Chemicals | BUY | $18.88 | 1,000 | $18,880 | 47,235 | +2.2% |
| 2022-11-17 00:16 | 2022-11-14 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | Specialty Chemicals | BUY | $19.20 | 3,200 | $61,440 | 253,200 | +1.3% |
| 2022-11-16 02:40 | 2022-11-11 | ORGN | Origin Materials, Inc. | Lee Joshua C. | Officer; General Counsel | Chemicals | SALE | $5.68 | 10,200 | $57,965 | 57,827 | -15.0% |
| 2022-11-16 02:39 | 2022-11-11 | ORGN | Origin Materials, Inc. | Galowitz Stephen | Officer; Chief Commercial Officer | Chemicals | SALE | $5.70 | 21,768 | $124,158 | 141,497 | -13.3% |
| 2022-11-16 02:37 | 2022-11-11 | ORGN | Origin Materials, Inc. | Bissell John | Director, Officer; Co-CEO and Director | Chemicals | SALE | $5.66 | 7,700 | $43,580 | 1,065,828 | -0.7% |
| 2022-11-16 00:16 | 2022-11-11 | KWR | QUAKER CHEMICAL CORP | Traub Robert T | Officer; SVP, GC & Corp. Sec. | Specialty Chemicals | OPT+S | $205.66 | 2,566 | $527,726 | 3,326 | -43.6% |
| 2022-11-15 22:04 | 2022-11-14 | FUL | FULLER H B CO | Campe Heather | Officer; Sr. VP, International Growth | Specialty Chemicals | OPT+S | $75.28 | 14,323 | $1,078,251 | 9,100 | -61.1% |
| 2022-11-16 01:55 | 2022-11-11 | ESI | Element Solutions Inc | FRANKLIN MARTIN E | Director | Specialty Chemicals | BUY | $19.07 | 902,000 | $17,202,403 | 902,000 | +100.0% |
| 2022-11-15 16:57 | 2022-11-11 | FUL | FULLER H B CO | Owens James | Officer; President and CEO | Specialty Chemicals | SALE | $75.36 | 64,689 | $4,874,963 | 99,014 | -39.5% |
| 2022-11-16 05:30 | 2022-11-11 | SCL | STEPAN CO | STEPAN F QUINN JR | Director | Specialty Chemicals | SALE | $110.00 | 5,308 | $583,880 | 64,869 | -7.6% |
| 2022-11-15 19:55 | 2022-11-11 | LIN | LINDE PLC | ANGEL STEPHEN F | Director | Specialty Chemicals | OPT+S | $330.51 | 74,227 | $24,532,766 | 345,877 | -17.7% |
| 2022-11-16 00:40 | 2022-11-10 | WDFC | WD 40 CO | Olsem Patricia Q | Officer; Division President, Americas | Specialty Chemicals | SALE | $165.00 | 625 | $103,125 | 3,181 | -16.4% |
| 2022-11-15 00:16 | 2022-11-11 | ACNT | Ascent Industries Co. | Mazzaferro Aldo John Jr | Director | Chemicals | BUY | $11.21 | 700 | $7,844 | 7,312 | +10.6% |
| 2022-11-14 22:58 | 2022-11-10 | SSRM | SSR MINING INC. | Beckman Steward John | Officer; Chief Operating Officer | Gold | SALE | $14.50 | 5,400 | $78,300 | 130,205 | -4.0% |
| 2022-11-15 01:29 | 2022-11-10 | FUL | FULLER H B CO | East James J. | Officer; Senior Vice President, HHC | Specialty Chemicals | OPT+S | $75.56 | 32,601 | $2,463,345 | 6,590 | -83.2% |
| 2022-11-15 00:21 | 2022-11-11 | ACNT | Ascent Industries Co. | Hutter Christopher Gerald | Director, Officer; President and CEO | Chemicals | BUY | $10.76 | 5,000 | $53,800 | 215,168 | +2.4% |
| 2022-11-14 17:23 | 2022-11-09 | FMC | FMC CORP | Reilly Michael Finian | Officer; EVP, General Counsel & Sec. | Agricultural Inputs | OPT+S | $126.95 | 4,502 | $571,529 | 18,354 | -19.7% |
| 2022-11-15 01:28 | 2022-11-10 | VGZ | VISTA GOLD CORP | Rozelle John W. | Officer; Senior Vice President | Gold | SALE | $0.61 | 81,403 | $49,371 | 524,013 | -13.4% |
| 2022-11-15 00:21 | 2022-11-11 | ACNT | Ascent Industries Co. | Rosenzweig Benjamin L | Director | Chemicals | BUY | $10.83 | 2,500 | $27,075 | 75,384 | +3.4% |
| 2022-11-14 15:54 | 2022-11-10 | WLKP | Westlake Chemical Partners LP | Kenner Andrew | Officer; SVP, Olefin Material & Corp Pr | Chemicals | BUY | $22.98 | 5,638 | $129,551 | 45,638 | +14.1% |
| 2022-11-15 00:13 | 2022-11-11 | FUL | FULLER H B CO | Keenan Timothy J | Officer; VP, Gen. Counsel & Corp. Sec. | Specialty Chemicals | SALE | $75.49 | 1,568 | $118,364 | 21,303 | -6.9% |
| 2022-11-15 00:30 | 2022-11-10 | KALU | KAISER ALUMINUM CORP | West Neal E | Officer; EVP & CFO | Aluminum | SALE | $86.42 | 400 | $34,568 | 1,380 | -22.5% |
| 2022-11-14 18:45 | 2022-11-10 | NG | NOVAGOLD RESOURCES INC | Lang Gregory A. | Director, Officer; President and CEO | Gold | OPT+S | $5.57 | 45,382 | $252,778 | 9,049 | -83.4% |
| 2022-11-15 00:06 | 2022-11-09 | DYNR | DYNARESOURCE, INC. | ROSE MATTHEW K | Director, 10% owner | Other Precious Metals & Mining | BUY | $2.33 | 79,000 | $183,888 | 203,379 | +63.5% |
| 2022-11-15 00:28 | 2022-11-10 | RPM | RPM INTERNATIONAL INC/DE/ | Ratajczak Matthew T | Officer; VP-Global Tax and Treasurer | Specialty Chemicals | SALE | $99.79 | 16,000 | $1,596,640 | 39,546 | -28.8% |
| 2022-11-14 14:42 | 2022-11-11 | ALB | Albemarle Corporation | NARWOLD KAREN G | Officer; EVP, Chief Admin Officer | Specialty Chemicals | OPT+S | $322.26 | 9,072 | $2,923,543 | 8,507 | -51.6% |
| 2022-11-10 20:07 | 2022-11-09 | FUL | FULLER H B CO | Cai Zhiwei | Officer; Executive Vice President, EA | Specialty Chemicals | OPT+S | $71.91 | 2,746 | $197,462 | 28,733 | -8.7% |
| 2022-11-11 00:24 | 2022-11-10 | LXU | LSB INDUSTRIES, INC. | LSB Funding LLC | 10% owner | Chemicals | SALE | $12.99 | 15,977,500 | $207,608,440 | 1,672,500 | -90.5% |
| 2022-11-10 16:35 | 2022-11-09 | TGLS | Tecnoglass Inc. | Torres Julio A. | Director | Building Materials | SALE | $25.46 | 25,000 | $636,400 | 30,520 | -45.0% |
| 2022-11-11 00:38 | 2022-11-08 | ECL | ECOLAB INC. | MacLennan David | Director | Specialty Chemicals | BUY | $139.66 | 800 | $111,728 | 12,597 | +6.8% |
| 2022-11-11 00:33 | 2022-11-08 | HDSN | HUDSON TECHNOLOGIES INC /NY | Krishnamurti Nat | Officer; CFO | Specialty Chemicals | OPT+S | $10.39 | 91,194 | $947,642 | 25,207 | -78.3% |
| 2022-11-11 00:54 | 2022-11-10 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $70.79 | 200,000 | $14,157,940 | 56,231,838 | -0.4% |
| 2022-11-10 00:19 | 2022-11-08 | K | KELLANOVA | HOOD CHRISTOPHER M | Officer; Senior Vice President | Gold | SALE | $72.04 | 2,800 | $201,715 | 29,427 | -8.7% |
| 2022-11-10 01:59 | 2022-11-08 | ALB | Albemarle Corporation | Norris Eric | Officer; President, Lithium | Specialty Chemicals | SALE | $307.80 | 2,390 | $735,642 | 15,564 | -13.3% |
| 2022-11-09 20:08 | 2022-11-08 | NG | NOVAGOLD RESOURCES INC | MADHAVPEDDI KALIDAS V | Director | Gold | OPT+S | $4.95 | 22 | $109 | 45,652 | 0.0% |
| 2022-11-09 00:26 | 2022-11-07 | FUL | FULLER H B CO | Martsching Robert J | Officer; VP, Corporate Controller | Specialty Chemicals | OPT+S | $71.29 | 3,464 | $246,948 | 11,910 | -22.5% |
| 2022-11-08 23:12 | 2022-11-07 | FUL | FULLER H B CO | Owens James | Officer; President and CEO | Specialty Chemicals | OPT+S | $71.07 | 79,061 | $5,618,581 | 163,703 | -32.6% |
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.