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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-17 21:03 | 2026-03-13 | ALOY | REALLOYS INC. | KEPLER GUST | 10% owner, Other | Other Industrial Metals & Mining | SALE | $11.54 | 120,000 | $1,384,488 | 476,218 | -20.1% |
| 2026-03-17 19:59 | 2026-03-16 | NWPX | NWPX Infrastructure, Inc. | Julian Amanda | Director | Steel | SALE | $71.98 | 3,473 | $249,999 | 10,417 | -25.0% |
| 2026-03-17 19:57 | 2026-03-16 | NWPX | NWPX Infrastructure, Inc. | MONTROSS SCOTT J | Officer; President & CEO | Steel | SALE | $71.44 | 2,500 | $178,600 | 68,477 | -3.5% |
| 2026-03-18 00:18 | 2026-03-17 | MP | MP Materials Corp. / DE | Corbett Ryan | Officer; Chief Financial Officer | Other Industrial Metals & Mining | SALE | $60.00 | 46,000 | $2,760,000 | 129,017 | -26.3% |
| 2026-03-18 00:20 | 2026-03-16 | MP | MP Materials Corp. / DE | Hoops Elliot Dean | Officer; General Counsel and Secretary | Other Industrial Metals & Mining | SALE | $60.01 | 13,914 | $834,979 | 61,053 | -18.6% |
| 2026-03-18 00:31 | 2026-03-17 | HYMC | HYCROFT MINING HOLDING CORP | Jennings Rebecca | Officer; SVP & General Counsel | Gold | SALE | $39.33 | 9,071 | $356,781 | 215,794 | -4.0% |
| 2026-03-18 00:10 | 2026-03-13 | SNES | SenesTech, Inc. | GLENBROOK CAPITAL MANAGEMENT | 10% owner | Specialty Chemicals | BUY | $1.93 | 171,034 | $330,181 | 890,635 | +23.8% |
| 2026-03-17 21:35 | 2026-03-16 | CENX | CENTURY ALUMINUM CO | Gary Jesse E | Director, Officer; President and CEO | Aluminum | SALE | $55.47 | 150,000 | $8,320,500 | 142,580 | -51.3% |
| 2026-03-17 20:40 | 2026-03-16 | CSTM | CONSTELLIUM SE | Becker Marcus | Officer; SVP CPO | Aluminum | SALE | $25.09 | 10,000 | $250,900 | 27,175 | -26.9% |
| 2026-03-17 19:37 | 2026-03-02 | CSTM | CONSTELLIUM SE | Deslarzes Jean-Christophe | Director | Aluminum | BUY | $24.77 | 1,665 | $41,242 | 40,700 | +4.3% |
| 2026-03-17 18:43 | 2026-03-17 | SLVM | Sylvamo Corp | Wilczynski Patrick | Officer; SVP, Operational Excellence | Paper & Paper Products | SALE | $42.28 | 6,000 | $253,680 | 38,313 | -13.5% |
| 2026-03-16 17:59 | 2026-03-13 | AMRZ | Amrize Ltd | Gross Mario | Officer; Chief Supply Chain Officer | Building Materials | BUY | $55.29 | 3,200 | $176,936 | 30,947 | +11.5% |
| 2026-03-16 17:53 | 2026-03-13 | AMRZ | Amrize Ltd | Brouwer Roald | Officer; Chief Technology Officer | Building Materials | BUY | $54.88 | 2,000 | $109,760 | 18,257 | +12.3% |
| 2026-03-16 20:58 | 2026-03-12 | TGLS | Tecnoglass Inc. | Energy Holding Corp | 10% owner | Building Materials | BUY | $45.20 | 215,229 | $9,727,813 | 20,731,985 | +1.0% |
| 2026-03-16 20:33 | 2026-03-12 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Fyrwald J Erik | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $69.79 | 14,260 | $995,204 | 91,630 | +18.4% |
| 2026-03-16 20:33 | 2025-09-29 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | FRIBOURG PAUL J | Director | Specialty Chemicals | SALE | $65.23 | 222 | $14,481 | 8 | -96.5% |
| 2026-03-16 20:33 | 2025-08-27 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | FRIBOURG PAUL J | Director | Specialty Chemicals | BUY | $70.12 | 156,459 | $10,971,328 | 11 | +100.0% |
| 2026-03-16 21:09 | 2026-03-12 | NWPX | NWPX Infrastructure, Inc. | Brittain Miles | Officer; Executive Vice President | Steel | SALE | $71.01 | 4,000 | $284,040 | 23,306 | -14.6% |
| 2026-03-14 00:12 | 2026-03-11 | AMR | Alpha Metallurgical Resources, Inc. | Courtis Kenneth S. | Director | Coking Coal | BUY | $186.87 | 10,000 | $1,868,707 | 866,537 | +1.2% |
| 2026-03-13 21:59 | 2026-03-11 | CF | CF Industries Holdings, Inc. | Will W Anthony | Director, Other | Agricultural Inputs | SALE | $126.56 | 81,651 | $10,333,628 | 54,995 | -59.8% |
| 2026-03-13 22:00 | 2026-03-12 | CF | CF Industries Holdings, Inc. | Frost Bert A | Officer; EVP, Chief Commercial Officer | Agricultural Inputs | SALE | $136.69 | 6,250 | $854,316 | 75,472 | -7.6% |
| 2026-03-13 22:01 | 2026-03-12 | CF | CF Industries Holdings, Inc. | Menzel Susan L | Officer; EVP and Chief Admin. Officer | Agricultural Inputs | SALE | $136.06 | 18,041 | $2,454,713 | 55,762 | -24.4% |
| 2026-03-13 21:08 | 2026-03-11 | CENX | CENTURY ALUMINUM CO | Hoffman Robert F | Officer; SVP, IT and CAO | Aluminum | SALE | $56.51 | 10,529 | $594,994 | 56,643 | -15.7% |
| 2026-03-13 21:12 | 2026-03-13 | ODC | Oil-Dri Corp of America | Hindsley Paul | Director | Specialty Chemicals | SALE | $63.90 | 6,000 | $383,400 | 11,000 | -35.3% |
| 2026-03-13 21:14 | 2026-03-12 | CENX | CENTURY ALUMINUM CO | Calloway Kenneth L | Officer; SVP, Human Resources | Aluminum | SALE | $58.00 | 18,000 | $1,044,000 | 24,902 | -42.0% |
| 2026-03-13 21:00 | 2026-03-12 | CRH | CRH PUBLIC LTD CO | Talbot Siobhan | Director | Building Materials | BUY | $102.11 | 2,000 | $204,223 | 7,550 | +36.0% |
| 2026-03-13 21:00 | 2026-03-11 | CRH | CRH PUBLIC LTD CO | FEARON RICHARD H | Director | Building Materials | BUY | $104.49 | 3,800 | $397,062 | 143,800 | +2.7% |
| 2026-03-13 11:26 | 2026-03-10 | REEMF | RARE ELEMENT RESOURCES LTD | BLUE JAMES N | 10% owner, Other | Other Industrial Metals & Mining | BUY | $24,035,774.40 | 100,149,060 | $2,407,160,212,532,064 | 460,889,576 | +27.8% |
| 2026-03-12 23:57 | 2026-03-10 | AMR | Alpha Metallurgical Resources, Inc. | Courtis Kenneth S. | Director | Coking Coal | BUY | $181.84 | 15,000 | $2,727,674 | 856,537 | +1.8% |
| 2026-03-12 22:49 | 2026-03-10 | ALB | Albemarle Corporation | Masters J Kent | Director, Officer; Chairman & CEO | Specialty Chemicals | SALE | $170.81 | 11,783 | $2,012,688 | 134,628 | -8.0% |
| 2026-03-12 22:45 | 2026-03-12 | RGLD | ROYAL GOLD INC | Isto Mark | Director | Gold | SALE | $274.83 | 2,000 | $549,660 | 20,043 | -9.1% |
| 2026-03-12 21:35 | 2026-03-10 | GEVO | Gevo, Inc. | Shafer Andrew | Officer; Chief Cust Mkt & Brnd Officer | Specialty Chemicals | OPT+S | $2.21 | 5,550 | $12,245 | 270,823 | -2.0% |
| 2026-03-12 21:35 | 2026-03-12 | GEVO | Gevo, Inc. | Mize Gary W. | Director | Specialty Chemicals | SALE | $2.34 | 107,100 | $250,079 | 281,226 | -27.6% |
| 2026-03-12 21:30 | 2026-03-12 | GEVO | Gevo, Inc. | Fitzgerald Lindsay Clinton | Officer; Chief Public Affairs Officer | Specialty Chemicals | SALE | $2.51 | 20,000 | $50,124 | 212,199 | -8.6% |
| 2026-03-12 18:40 | 2026-03-10 | LIN | LINDE PLC | Bichara Guillermo | Officer; Exec VP & Chief Legal Officer | Specialty Chemicals | SALE | $480.79 | 4,357 | $2,094,802 | 22,138 | -16.4% |
| 2026-03-12 18:41 | 2026-03-10 | LIN | LINDE PLC | Durbin Sean | Officer; EVP, Chief Operating Officer | Specialty Chemicals | OPT+S | $477.27 | 6,520 | $3,111,829 | 8,151 | -44.4% |
| 2026-03-12 18:02 | 2026-03-12 | AMRZ | Amrize Ltd | Hill Jaime | Officer; President, Building Materials | Building Materials | BUY | $56.90 | 1,000 | $56,900 | 28,000 | +3.7% |
| 2026-03-12 16:03 | 2026-03-10 | CSTM | CONSTELLIUM SE | Corre Stephane | Officer; President, AS&I | Aluminum | SALE | $25.89 | 1,500 | $38,835 | 65,020 | -2.3% |
| 2026-03-11 20:34 | 2026-03-09 | TGLS | Tecnoglass Inc. | Energy Holding Corp | 10% owner | Building Materials | BUY | $42.84 | 306,666 | $13,138,093 | 20,516,756 | +1.5% |
| 2026-03-12 01:45 | 2026-03-09 | AMR | Alpha Metallurgical Resources, Inc. | Courtis Kenneth S. | Director | Coking Coal | BUY | $176.23 | 25,000 | $4,405,650 | 841,537 | +3.1% |
| 2026-03-11 23:19 | 2026-03-09 | PRM | Perimeter Solutions, Inc. | Thorndike William N Jr | Director | Specialty Chemicals | SALE | $23.39 | 325,000 | $7,601,913 | 8,535,656 | -3.7% |
| 2026-03-11 20:15 | 2026-03-09 | LYB | LyondellBasell Industries N.V. | AI INVESTMENTS HOLDINGS LLC | 10% owner | Specialty Chemicals | SALE | $68.13 | 385,390 | $26,256,659 | 765,154 | -33.5% |
| 2026-03-11 17:49 | 2026-03-11 | AMRZ | Amrize Ltd | Brouwer Roald | Officer; Chief Technology Officer | Building Materials | BUY | $58.72 | 3,000 | $176,160 | 16,257 | +22.6% |
| 2026-03-11 17:56 | 2026-03-11 | AMRZ | Amrize Ltd | Hill Jaime | Officer; President, Building Materials | Building Materials | BUY | $58.91 | 1,000 | $58,910 | 27,000 | +3.8% |
| 2026-03-11 18:00 | 2026-03-10 | AMRZ | Amrize Ltd | Johnston Ian A | Officer; Chief Financial Officer | Building Materials | BUY | $58.94 | 4,250 | $250,474 | 25,110 | +20.4% |
| 2026-03-11 16:04 | 2026-03-09 | FRD | FRIEDMAN INDUSTRIES INC | Taylor Mike J | Director, Officer; President / CEO / Director | Steel | BUY | $18.00 | 500 | $9,000 | 223,166 | +0.2% |
| 2026-03-11 10:48 | 2026-03-10 | CSTM | CONSTELLIUM SE | Hoffmann Philippe | Officer; President, A&T | Aluminum | SALE | $25.87 | 4,728 | $122,313 | 182,120 | -2.5% |
| 2026-03-11 10:48 | 2026-03-09 | CSTM | CONSTELLIUM SE | Hoffmann Philippe | Officer; President, A&T | Aluminum | BUY | $0.00 | 71,132 | $0 | 186,848 | +61.5% |
| 2026-03-11 10:59 | 2026-03-09 | CSTM | CONSTELLIUM SE | Corre Stephane | Officer; President, AS&I | Aluminum | BUY | $0.00 | 8,026 | $0 | 66,520 | +13.7% |
| 2026-03-11 10:33 | 2026-03-10 | CSTM | CONSTELLIUM SE | Guo Jack Q. | Officer; EVP & CFO | Aluminum | SALE | $25.87 | 41,717 | $1,079,219 | 190,879 | -17.9% |
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.