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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022-09-09 23:57 | 2022-09-07 | CTGO | Contango ORE, Inc. | JUNEAU JOHN B | Director, Officer; Chairman | Gold | BUY | $22.00 | 7,500 | $165,000 | 266,192 | +2.9% |
| 2022-09-09 22:34 | 2022-09-07 | CTGO | Contango ORE, Inc. | COMPOFELICE JOSEPH S | Director | Gold | SALE | $22.00 | 30,000 | $660,000 | 164,276 | -15.4% |
| 2022-09-10 04:10 | 2022-09-07 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | Specialty Chemicals | BUY | $24.22 | 6,532 | $158,227 | 193,702 | +3.5% |
| 2022-09-09 00:50 | 2022-09-08 | SSRM | SSR MINING INC. | Farnsworth Russell | Officer; Chief Accounting Officer | Gold | SALE | $13.88 | 668 | $9,272 | 10,474 | -6.0% |
| 2022-09-08 18:05 | 2022-09-08 | CLF | CLEVELAND-CLIFFS INC. | Miller Janet L | Director | Steel | BUY | $17.45 | 1,425 | $24,865 | 80,606 | +1.8% |
| 2022-09-07 23:59 | 2022-08-01 | DC | Dakota Gold Corp. | O'Rourke Stephen T. | Director | Gold | SALE | $4.50 | 25,000 | $112,500 | 825,000 | -2.9% |
| 2022-09-08 03:14 | 2022-09-02 | MP | MP Materials Corp. / DE | Gold Daniel Allen | Director | Other Industrial Metals & Mining | SALE | $31.74 | 297,788 | $9,452,684 | 5,796,458 | -4.9% |
| 2022-09-07 23:43 | 2022-08-31 | ALB | Albemarle Corporation | Crawford Raphael Goszcz | Officer; President, Catalysts | Specialty Chemicals | OPT+S | $269.67 | 17,968 | $4,845,375 | 7,946 | -69.3% |
| 2022-09-08 03:29 | 2022-09-02 | MP | MP Materials Corp. / DE | QVT Financial LP | Director, Other | Other Industrial Metals & Mining | SALE | $31.76 | 297,788 | $9,457,985 | 5,796,458 | -4.9% |
| 2022-09-08 00:07 | 2022-09-02 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | Specialty Chemicals | BUY | $22.75 | 15,000 | $341,295 | 187,170 | +8.7% |
| 2022-09-06 23:06 | 2022-09-02 | METC | Ramaco Resources, Inc. | FRISCHKORN DAVID E K | Director | Coking Coal | SALE | $9.89 | 5,000 | $49,450 | 30,439 | -14.1% |
| 2022-09-06 23:15 | 2022-09-01 | ASH | Ashland Inc. | Sandler Ricky C | Director, Other | Specialty Chemicals | SALE | $100.20 | 224,156 | $22,460,431 | 4,083,978 | -5.2% |
| 2022-09-06 23:15 | 2022-09-01 | ASH | Ashland Inc. | Sandler Ricky C | Director, Other | Specialty Chemicals | BUY | $100.20 | 224,156 | $22,460,431 | 4,083,978 | +5.8% |
| 2022-09-06 23:31 | 2022-09-06 | ALB | Albemarle Corporation | NARWOLD KAREN G | Officer; EVP, Chief Admin Officer | Specialty Chemicals | SALE | $268.99 | 2,250 | $605,228 | 15,944 | -12.4% |
| 2022-09-06 22:22 | 2022-09-01 | UAMY | UNITED STATES ANTIMONY CORP | Bardswich Lloyd | Director | Other Industrial Metals & Mining | BUY | $0.43 | 20,000 | $8,544 | 237,727 | +9.2% |
| 2022-09-02 23:43 | 2022-09-01 | NEM | NEWMONT Corp /DE/ | Palmer Thomas Ronald | Director, Officer; President & CEO | Gold | SALE | $40.79 | 11,000 | $448,690 | 243,949 | -4.3% |
| 2022-09-02 23:42 | 2022-09-01 | NEM | NEWMONT Corp /DE/ | Atkinson Robert D | Officer; EVP & COO | Gold | SALE | $40.79 | 3,000 | $122,370 | 45,947 | -6.1% |
| 2022-09-02 03:34 | 2022-08-30 | MP | MP Materials Corp. / DE | Gold Daniel Allen | Director | Other Industrial Metals & Mining | SALE | $34.12 | 343,225 | $11,710,082 | 5,918,693 | -5.5% |
| 2022-09-01 23:17 | 2022-08-30 | K | KELLANOVA | AMAYA NICOLAS | Officer; Senior Vice President | Gold | OPT+S | $74.16 | 4,065 | $301,460 | 12,218 | -25.0% |
| 2022-09-01 23:12 | 2022-08-31 | ALB | Albemarle Corporation | Crawford Raphael Goszcz | Officer; President, Catalysts | Specialty Chemicals | OPT+S | $230.17 | 17,968 | $4,135,624 | 7,946 | -69.3% |
| 2022-09-02 02:22 | 2022-08-30 | MP | MP Materials Corp. / DE | QVT Financial LP | Director, Other | Other Industrial Metals & Mining | SALE | $34.12 | 343,225 | $11,710,082 | 5,918,693 | -5.5% |
| 2022-09-01 19:06 | 2022-08-31 | WLK | WESTLAKE CORP | Buesinger Robert F. | Officer; EVP, HIP, IT & Digital | Specialty Chemicals | SALE | $98.94 | 1,000 | $98,940 | 10,208 | -8.9% |
| 2022-08-30 23:17 | 2022-08-26 | K | KELLANOVA | FORCHE KURT D | Officer; VP-Corporate Controller | Gold | OPT+S | $75.52 | 7,425 | $560,720 | 5,881 | -55.8% |
| 2022-08-30 23:17 | 2022-08-26 | K | KELLANOVA | BANATI AMIT | Officer; SVP & Chief Financial Officer | Gold | OPT+S | $74.88 | 40,967 | $3,067,576 | 52,772 | -43.7% |
| 2022-08-30 23:17 | 2022-08-26 | K | KELLANOVA | HOOD CHRISTOPHER M | Officer; Senior Vice President | Gold | OPT+S | $74.94 | 49,470 | $3,707,336 | 32,227 | -60.6% |
| 2022-08-31 00:35 | 2022-08-29 | FCX | FREEPORT-MCMORAN INC | Lance Ryan Michael | Director | Copper | BUY | $31.88 | 31,000 | $988,314 | 32,132 | +2,738.5% |
| 2022-08-30 23:48 | 2022-08-26 | MERC | MERCER INTERNATIONAL INC. | Rettig Rainer | Director | Paper & Paper Products | SALE | $16.34 | 12,000 | $196,024 | 10,893 | -52.4% |
| 2022-08-30 23:17 | 2022-08-26 | K | KELLANOVA | PILNICK GARY H | Officer; Vice Chairman | Gold | OPT+S | $74.88 | 113,725 | $8,516,228 | 1,275 | -98.9% |
| 2022-08-30 03:36 | 2022-08-25 | MP | MP Materials Corp. / DE | Gold Daniel Allen | Director | Other Industrial Metals & Mining | SALE | $36.76 | 380,659 | $13,994,890 | 6,059,579 | -5.9% |
| 2022-08-30 00:01 | 2022-08-26 | CF | CF Industries Holdings, Inc. | Noonan Anne P | Director | Agricultural Inputs | SALE | $118.64 | 3,000 | $355,920 | 26,411 | -10.2% |
| 2022-08-30 00:42 | 2022-08-25 | MP | MP Materials Corp. / DE | QVT Financial LP | Director, Other | Other Industrial Metals & Mining | SALE | $36.76 | 380,659 | $13,994,890 | 6,059,579 | -5.9% |
| 2022-08-29 17:40 | 2022-08-26 | WLK | WESTLAKE CORP | Zoeller Johnathan Stevan | Officer; VP & Chief Accounting Officer | Specialty Chemicals | SALE | $107.08 | 542 | $58,037 | 543 | -50.0% |
| 2022-08-30 01:39 | 2022-08-22 | UAMY | UNITED STATES ANTIMONY CORP | Bardswich Lloyd | Director | Other Industrial Metals & Mining | BUY | $0.47 | 30,000 | $14,079 | 217,727 | +16.0% |
| 2022-08-26 17:47 | 2022-08-25 | SCL | STEPAN CO | Keiper Jason Scott | Officer; VP & Chief Tech & Sust Officer | Specialty Chemicals | BUY | $112.45 | 500 | $56,227 | 4,169 | +13.6% |
| 2022-08-27 00:08 | 2022-08-24 | CF | CF Industries Holdings, Inc. | Frost Bert A | Officer; Sr.VP,Sales,Mkt Dev & Supp Chn | Agricultural Inputs | SALE | $112.01 | 20,964 | $2,348,098 | 41,424 | -33.6% |
| 2022-08-27 00:06 | 2022-08-24 | CF | CF Industries Holdings, Inc. | Will W Anthony | Director, Officer; President & CEO | Agricultural Inputs | SALE | $110.16 | 102,520 | $11,293,798 | 322,916 | -24.1% |
| 2022-08-27 00:05 | 2022-08-24 | CF | CF Industries Holdings, Inc. | Bohn Christopher D | Officer; Sr. VP and CFO | Agricultural Inputs | SALE | $110.84 | 40,000 | $4,433,552 | 81,551 | -32.9% |
| 2022-08-26 22:35 | 2022-08-24 | DUNE | Global Gas Corp | BNP PARIBAS ARBITRAGE, SA | 10% owner | Specialty Chemicals | SALE | $9.82 | 324,163 | $3,183,281 | 90,000 | -78.3% |
| 2022-08-26 23:05 | 2022-07-01 | DYNR | DYNARESOURCE, INC. | ROSE MATTHEW K | Director, 10% owner | Other Precious Metals & Mining | BUY | $2.07 | 124,379 | $257,290 | 124,379 | +100.0% |
| 2022-08-26 00:56 | 2022-08-24 | AMR | Alpha Metallurgical Resources, Inc. | Stetson David J. | Director, Officer; Chief Executive Officer | Coking Coal | SALE | $166.68 | 15,000 | $2,500,221 | 75,739 | -16.5% |
| 2022-08-25 03:42 | 2022-08-22 | MP | MP Materials Corp. / DE | Gold Daniel Allen | Director | Other Industrial Metals & Mining | SALE | $36.09 | 412,602 | $14,891,012 | 6,215,829 | -6.2% |
| 2022-08-25 01:09 | 2022-08-22 | GEVO | Gevo, Inc. | Mize Gary W. | Director | Specialty Chemicals | SALE | $3.08 | 9,883 | $30,474 | 154,339 | -6.0% |
| 2022-08-25 01:08 | 2022-08-22 | GEVO | Gevo, Inc. | Bowron Kimberly T | Officer; Chief People Officer | Specialty Chemicals | SALE | $3.08 | 14,681 | $45,269 | 191,153 | -7.1% |
| 2022-08-25 01:07 | 2022-08-22 | GEVO | Gevo, Inc. | Williams Geoffrey Thomas Jr. | Officer; VP-General Counsel & Secretary | Specialty Chemicals | SALE | $3.08 | 18,041 | $55,629 | 371,606 | -4.6% |
| 2022-08-25 01:06 | 2022-08-22 | GEVO | Gevo, Inc. | Bloom Paul D | Officer; CCO & CIO | Specialty Chemicals | SALE | $3.08 | 57,405 | $177,008 | 518,557 | -10.0% |
| 2022-08-25 01:05 | 2022-08-22 | GEVO | Gevo, Inc. | Cesarek Timothy J | Officer; Chief Commercial Officer | Specialty Chemicals | SALE | $3.08 | 64,872 | $200,033 | 868,532 | -7.0% |
| 2022-08-25 01:04 | 2022-08-22 | GEVO | Gevo, Inc. | Smull L Lynn | Officer; Chief Financial Officer | Specialty Chemicals | SALE | $3.08 | 66,995 | $206,579 | 815,401 | -7.6% |
| 2022-08-25 01:03 | 2022-08-22 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President & COO | Specialty Chemicals | SALE | $3.08 | 67,406 | $207,846 | 1,048,610 | -6.0% |
| 2022-08-25 01:02 | 2022-08-22 | GEVO | Gevo, Inc. | Gruber Patrick R. | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $3.08 | 177,690 | $547,516 | 2,496,759 | -6.6% |
| 2022-08-25 04:16 | 2022-08-22 | MP | MP Materials Corp. / DE | QVT Financial LP | Director, Other | Other Industrial Metals & Mining | SALE | $36.09 | 412,602 | $14,891,012 | 6,215,829 | -6.2% |
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.