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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022-11-09 01:23 | 2022-11-04 | USLM | UNITED STATES LIME & MINERALS INC | BYRNE TIMOTHY W | Director, Officer; President & CEO | Building Materials | SALE | $129.42 | 4,118 | $532,954 | 28,376 | -12.7% |
| 2022-11-08 17:24 | 2022-11-07 | NG | NOVAGOLD RESOURCES INC | MADHAVPEDDI KALIDAS V | Director | Gold | OPT+S | $4.84 | 17 | $82 | 66,579 | 0.0% |
| 2022-11-08 17:24 | 2022-11-07 | NG | NOVAGOLD RESOURCES INC | Nauman Clynton R. | Director | Gold | OPT+S | $4.97 | 9,566 | $47,543 | 185,679 | -4.9% |
| 2022-11-07 19:43 | 2022-11-04 | NG | NOVAGOLD RESOURCES INC | Lang Gregory A. | Director, Officer; President and CEO | Gold | OPT+S | $4.80 | 20,454 | $98,179 | 8,801 | -69.9% |
| 2022-11-04 23:35 | 2022-11-02 | FRD | FRIEDMAN INDUSTRIES INC | Taylor Mike J | Director, Officer; President / CEO / Director | Steel | BUY | $9.60 | 1,152 | $11,059 | 131,832 | +0.9% |
| 2022-11-05 00:15 | 2022-11-03 | CLW | Clearwater Paper Corp | Gadd Michael S | Officer; Sr. Vice President | Paper & Paper Products | SALE | $37.33 | 8,500 | $317,264 | 61,366 | -12.2% |
| 2022-11-03 23:04 | 2022-11-01 | LYB | LyondellBasell Industries N.V. | AI INVESTMENTS HOLDINGS LLC | 10% owner | Specialty Chemicals | BUY | $77.84 | 4,000 | $311,344 | 767,102 | +0.5% |
| 2022-11-04 00:04 | 2022-11-01 | NEM | NEWMONT Corp /DE/ | Atkinson Robert D | Officer; EVP & COO | Gold | SALE | $43.02 | 3,000 | $129,060 | 39,947 | -7.0% |
| 2022-11-04 00:03 | 2022-11-01 | NEM | NEWMONT Corp /DE/ | Palmer Thomas Ronald | Director, Officer; President & CEO | Gold | SALE | $43.02 | 11,000 | $473,220 | 221,949 | -4.7% |
| 2022-11-04 00:01 | 2022-11-02 | NEM | NEWMONT Corp /DE/ | Casper Mark | Officer; Acting CTO | Gold | SALE | $41.98 | 4,890 | $205,282 | 18,217 | -21.2% |
| 2022-11-02 20:54 | 2022-10-31 | CMC | COMMERCIAL METALS Co | GARRISON TY L | Officer; SVP Operations | Steel | SALE | $45.91 | 15,000 | $688,668 | 116,408 | -11.4% |
| 2022-11-02 21:01 | 2022-10-31 | FRD | FRIEDMAN INDUSTRIES INC | Taylor Mike J | Director, Officer; President / CEO / Director | Steel | BUY | $9.60 | 848 | $8,141 | 130,680 | +0.7% |
| 2022-11-01 17:19 | 2022-10-31 | FUL | FULLER H B CO | Keenan Timothy J | Officer; VP, Gen. Counsel & Corp. Sec. | Specialty Chemicals | OPT+S | $69.92 | 9,154 | $640,075 | 22,871 | -28.6% |
| 2022-11-01 23:28 | 2022-11-01 | ALB | Albemarle Corporation | NARWOLD KAREN G | Officer; EVP, Chief Admin Officer | Specialty Chemicals | SALE | $285.66 | 2,250 | $642,735 | 11,444 | -16.4% |
| 2022-10-31 20:18 | 2022-10-27 | SCL | STEPAN CO | Mergner Arthur W | Officer; Exec VP, Supply Chain | Specialty Chemicals | OPT+S | $103.01 | 2,156 | $222,090 | 23,513 | -8.4% |
| 2022-10-31 17:44 | 2022-10-28 | TROX | Tronox Holdings plc | Neuman Jeffrey N | Officer; SVP, General Counsel & Sec. | Chemicals | BUY | $11.89 | 4,000 | $47,560 | 193,312 | +2.1% |
| 2022-10-31 15:18 | 2022-10-28 | TROX | Tronox Holdings plc | Carlson Timothy C | Officer; SVP and CFO | Chemicals | BUY | $11.88 | 5,000 | $59,375 | 334,326 | +1.5% |
| 2022-10-31 17:53 | 2022-10-27 | NWPX | NWPX Infrastructure, Inc. | FRANSON MICHAEL C | Director | Steel | SALE | $34.00 | 2,563 | $87,151 | 16,924 | -13.2% |
| 2022-10-28 23:35 | 2022-10-26 | DOW | DOW INC. | Dial Debra L. | Director | Chemicals | BUY | $48.09 | 450 | $21,640 | 1,625 | +38.3% |
| 2022-10-27 18:18 | 2022-10-26 | NUE | NUCOR CORP | Murphy Gregory J | Officer; Executive Vice President | Steel | SALE | $137.29 | 3,000 | $411,870 | 49,549 | -5.7% |
| 2022-10-27 23:16 | 2022-10-19 | FRD | FRIEDMAN INDUSTRIES INC | Taylor Mike J | Director, Officer; President / CEO / Director | Steel | BUY | $8.75 | 110 | $963 | 129,832 | +0.1% |
| 2022-10-28 01:19 | 2022-10-26 | WDFC | WD 40 CO | Brass Steven A | Director, Officer; President and CEO | Specialty Chemicals | BUY | $158.16 | 632 | $99,957 | 15,389 | +4.3% |
| 2022-10-26 15:18 | 2022-10-24 | NUE | NUCOR CORP | Hollatz John J | Officer; Executive Vice President | Steel | SALE | $134.40 | 2,450 | $329,279 | 52,282 | -4.5% |
| 2022-10-25 17:06 | 2022-10-24 | FRD | FRIEDMAN INDUSTRIES INC | Scott Sandra Kay | Director | Steel | BUY | $9.68 | 5,000 | $48,400 | 5,000 | +100.0% |
| 2022-10-26 04:15 | 2022-10-24 | WDFC | WD 40 CO | HOLDSWORTH GEOFFREY | Officer; Managing Director, Asia-Pac. | Specialty Chemicals | SALE | $152.12 | 2,652 | $403,422 | 6,061 | -30.4% |
| 2022-10-25 20:58 | 2022-10-24 | STLD | STEEL DYNAMICS INC | BUSSE KEITH E | Director | Steel | SALE | $96.32 | 22,347 | $2,152,485 | 701,704 | -3.1% |
| 2022-10-24 17:58 | 2022-10-21 | NG | NOVAGOLD RESOURCES INC | Dowdall Sharon | Director | Gold | OPT+S | $4.82 | 25,666 | $123,710 | 43,609 | -37.0% |
| 2022-10-24 19:12 | 2022-10-20 | NWPX | NWPX Infrastructure, Inc. | ROMAN RICHARD A | Director | Steel | SALE | $32.05 | 2,544 | $81,526 | 26,334 | -8.8% |
| 2022-10-21 20:00 | 2022-10-20 | USAU | U.S. GOLD CORP. | NORMAN LUKE ANTHONY | Director | Gold | BUY | $3.64 | 10,000 | $36,411 | 306,861 | +3.4% |
| 2022-10-21 20:32 | 2022-10-20 | CMC | COMMERCIAL METALS Co | GARRISON TY L | Officer; SVP Operations | Steel | SALE | $43.75 | 696 | $30,450 | 133,939 | -0.5% |
| 2022-10-21 19:43 | 2022-10-20 | NG | NOVAGOLD RESOURCES INC | Walsh Anthony P. | Director | Gold | OPT+S | $4.58 | 4,027 | $18,444 | 40,801 | -9.0% |
| 2022-10-21 00:56 | 2022-10-20 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $72.07 | 100,000 | $7,207,220 | 56,331,838 | -0.2% |
| 2022-10-20 16:22 | 2022-10-18 | NWPX | NWPX Infrastructure, Inc. | FRANSON MICHAEL C | Director | Steel | SALE | $32.02 | 2,101 | $67,264 | 19,487 | -9.7% |
| 2022-10-20 16:20 | 2022-10-18 | NWPX | NWPX Infrastructure, Inc. | ROMAN RICHARD A | Director | Steel | SALE | $32.02 | 2,456 | $78,641 | 28,878 | -7.8% |
| 2022-10-20 00:41 | 2022-10-18 | CMC | COMMERCIAL METALS Co | GARRISON TY L | Officer; SVP Operations | Steel | SALE | $43.83 | 14,304 | $626,944 | 134,635 | -9.6% |
| 2022-10-19 17:38 | 2022-10-18 | FUL | FULLER H B CO | Owens James | Officer; President and CEO | Specialty Chemicals | SALE | $67.53 | 20,777 | $1,403,002 | 163,703 | -11.3% |
| 2022-10-18 19:44 | 2022-10-14 | FRD | FRIEDMAN INDUSTRIES INC | Taylor Sharon L | Director | Steel | BUY | $7.85 | 2,400 | $18,840 | 2,500 | +2,400.0% |
| 2022-10-18 19:44 | 2022-10-14 | FRD | FRIEDMAN INDUSTRIES INC | Taylor Mike J | Director, Officer; President / CEO / Director | Steel | BUY | $7.80 | 10,000 | $78,000 | 129,722 | +8.4% |
| 2022-10-18 23:38 | 2022-10-17 | ASIX | AdvanSix Inc. | Gramm Christopher | Officer; Controller | Chemicals | SALE | $32.55 | 1,000 | $32,550 | 34,954 | -2.8% |
| 2022-10-17 18:38 | 2022-10-13 | FRD | FRIEDMAN INDUSTRIES INC | Reichenthal Max Alan | Director | Steel | BUY | $7.71 | 2,957 | $22,787 | 14,720 | +25.1% |
| 2022-10-17 18:38 | 2022-10-13 | FRD | FRIEDMAN INDUSTRIES INC | Agrawal Durga D | Director | Steel | BUY | $7.47 | 8,000 | $59,760 | 19,763 | +68.0% |
| 2022-10-17 18:39 | 2022-10-14 | FRD | FRIEDMAN INDUSTRIES INC | WILLIAMS JOE L | Director | Steel | BUY | $7.75 | 6,500 | $50,375 | 26,833 | +32.0% |
| 2022-10-14 22:26 | 2022-10-13 | LBSR | LIBERTY STAR URANIUM & METALS CORP. | Streety Vann Eugene | Director | Other Industrial Metals & Mining | BUY | $0.15 | 95,000 | $14,250 | 95,000 | +100.0% |
| 2022-10-14 22:26 | 2022-10-11 | LBSR | LIBERTY STAR URANIUM & METALS CORP. | Munroe W. Bradley | Director | Other Industrial Metals & Mining | BUY | $0.15 | 95,000 | $14,250 | 95,000 | +100.0% |
| 2022-10-14 23:42 | 2022-10-13 | RPM | RPM INTERNATIONAL INC/DE/ | SULLIVAN FRANK C | Director, Officer; Chairman and CEO | Specialty Chemicals | SALE | $92.60 | 65,000 | $6,019,020 | 1,050,706 | -5.8% |
| 2022-10-13 23:13 | 2022-10-13 | RPM | RPM INTERNATIONAL INC/DE/ | Nance Frederick R. | Director | Specialty Chemicals | SALE | $89.98 | 477 | $42,920 | 10,472 | -4.4% |
| 2022-10-12 23:30 | 2022-10-10 | KALU | KAISER ALUMINUM CORP | West Neal E | Officer; EVP & CFO | Aluminum | SALE | $67.85 | 400 | $27,140 | 1,780 | -18.3% |
| 2022-10-12 00:07 | 2022-10-10 | SSRM | SSR MINING INC. | Beckman Steward John | Officer; Chief Operating Officer | Gold | SALE | $14.16 | 5,400 | $76,464 | 135,605 | -3.8% |
| 2022-10-11 21:34 | 2022-10-10 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $70.30 | 100,000 | $7,029,760 | 56,431,838 | -0.2% |
| 2022-10-07 23:35 | 2022-10-06 | RS | RELIANCE, INC. | HOFFMAN JAMES DONALD | Director, Officer; CEO | Steel | SALE | $183.31 | 10,000 | $1,833,132 | 132,738 | -7.0% |
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.