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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-11 10:34 | 2026-03-10 | CSTM | CONSTELLIUM SE | Joerg Ingrid | Director, Officer; CEO | Aluminum | SALE | $25.87 | 4,614 | $119,364 | 378,090 | -1.2% |
| 2026-03-11 10:44 | 2026-03-10 | CSTM | CONSTELLIUM SE | Becker Marcus | Officer; SVP CPO | Aluminum | SALE | $25.87 | 1,113 | $28,793 | 33,237 | -3.2% |
| 2026-03-11 10:44 | 2026-03-09 | CSTM | CONSTELLIUM SE | Becker Marcus | Officer; SVP CPO | Aluminum | BUY | $0.00 | 14,592 | $0 | 34,350 | +73.9% |
| 2026-03-11 10:27 | 2026-03-09 | CSTM | CONSTELLIUM SE | Brun Nicolas | Officer; SVP PA, Comm & Sust | Aluminum | SALE | $24.67 | 17,701 | $436,684 | 103,466 | -14.6% |
| 2026-03-11 10:31 | 2026-03-10 | CSTM | CONSTELLIUM SE | Jurkovic Philip Ryan | Officer; SVP & CHRO | Aluminum | SALE | $25.87 | 29,900 | $773,513 | 210,723 | -12.4% |
| 2026-03-10 20:03 | 2026-03-06 | TGLS | Tecnoglass Inc. | Carricarte Anne Louise | Director | Building Materials | BUY | $43.28 | 1,100 | $47,603 | 1,100 | +100.0% |
| 2026-03-10 20:37 | 2026-03-09 | RS | RELIANCE, INC. | Smith William A II | Officer; SVP, General Counsel, Corp Sec | Steel | SALE | $298.61 | 6,615 | $1,975,326 | 21,747 | -23.3% |
| 2026-03-10 20:33 | 2026-03-09 | NWPX | NWPX Infrastructure, Inc. | MONTROSS SCOTT J | Officer; President & CEO | Steel | SALE | $72.32 | 2,500 | $180,789 | 70,977 | -3.4% |
| 2026-03-10 17:18 | 2025-07-22 | MERC | MERCER INTERNATIONAL INC. | KELLOGG PETER R | 10% owner | Paper & Paper Products | BUY | $3.38 | 70,000 | $236,600 | 1,000,000 | +7.5% |
| 2026-03-10 17:06 | 2026-03-09 | AMRZ | Amrize Ltd | Hill Jaime | Officer; President, Building Materials | Building Materials | BUY | $56.34 | 3,184 | $179,387 | 26,000 | +14.0% |
| 2026-03-10 15:40 | 2026-03-09 | SLVM | Sylvamo Corp | Ferguson Kevin W | Officer; VP, Controller,Chief Acct.Off. | Paper & Paper Products | SALE | $42.06 | 2,500 | $105,150 | 6,257 | -28.5% |
| 2026-03-09 20:21 | 2026-03-05 | AMR | Alpha Metallurgical Resources, Inc. | Horn Daniel E. | Officer; Chief Commercial Officer | Coking Coal | SALE | $170.05 | 971 | $165,119 | 7,320 | -11.7% |
| 2026-03-09 21:19 | 2026-03-06 | CF | CF Industries Holdings, Inc. | Frost Bert A | Officer; EVP, Chief Commercial Officer | Agricultural Inputs | SALE | $118.01 | 15,534 | $1,833,194 | 81,722 | -16.0% |
| 2026-03-10 01:15 | 2026-03-05 | METC | Ramaco Resources, Inc. | Lawrence Bryan H. | Director | Coking Coal | SALE | $15.18 | 20,115 | $305,328 | 3,778,682 | -0.5% |
| 2026-03-09 21:57 | 2026-03-06 | IE | Ivanhoe Electric Inc. | Terhorst Stephani | Officer; Vice President Human Resources | Copper | SALE | $13.20 | 6,233 | $82,276 | 12,466 | -33.3% |
| 2026-03-09 21:58 | 2026-03-06 | IE | Ivanhoe Electric Inc. | Neeser Jordan | Officer; Chief Financial Officer | Copper | SALE | $13.20 | 17,123 | $226,024 | 84,247 | -16.9% |
| 2026-03-09 21:59 | 2026-03-06 | IE | Ivanhoe Electric Inc. | Kuntz Glen Nickolas | Officer; SVP, Mine Development | Copper | SALE | $13.20 | 14,863 | $196,192 | 32,768 | -31.2% |
| 2026-03-09 21:34 | 2026-03-06 | IE | Ivanhoe Electric Inc. | Boyd Graham Richard Thomas | Officer; Senior VP, Exploration | Copper | SALE | $13.20 | 11,147 | $147,140 | 183,079 | -5.7% |
| 2026-03-09 21:35 | 2026-03-06 | IE | Ivanhoe Electric Inc. | Joseph Cassandra Pulskamp | Officer; Gen. Counsel / Corp. Secretary | Copper | SALE | $13.20 | 4,664 | $61,565 | 46,706 | -9.1% |
| 2026-03-09 21:35 | 2026-03-06 | IE | Ivanhoe Electric Inc. | Melvin Joseph Taylor | Director, Officer; President and CEO | Copper | SALE | $13.20 | 6,808 | $89,866 | 626,110 | -1.1% |
| 2026-03-09 21:20 | 2026-03-05 | CF | CF Industries Holdings, Inc. | Hoker Richard A | Officer; VP and Corporate Controller | Agricultural Inputs | SALE | $109.33 | 6,184 | $676,097 | 34,535 | -15.2% |
| 2026-03-09 21:21 | 2026-03-05 | CF | CF Industries Holdings, Inc. | Malik Ashraf K | Officer; Sr. VP, Manufacturing & D'istn | Agricultural Inputs | SALE | $111.00 | 2,439 | $270,729 | 4,299 | -36.2% |
| 2026-03-09 21:22 | 2026-03-06 | CF | CF Industries Holdings, Inc. | Mayer Erik M. | Officer; VP, Clean Energy & BusDevelop | Agricultural Inputs | SALE | $116.25 | 2,200 | $255,749 | 7,841 | -21.9% |
| 2026-03-09 21:24 | 2026-03-05 | CF | CF Industries Holdings, Inc. | Menzel Susan L | Officer; EVP and Chief Admin. Officer | Agricultural Inputs | SALE | $111.00 | 7,200 | $799,200 | 73,803 | -8.9% |
| 2026-03-09 21:25 | 2026-03-06 | CF | CF Industries Holdings, Inc. | McGrane Michael Patrick | Officer; SVP, Gen. Counsel & Secretary | Agricultural Inputs | SALE | $116.50 | 3,666 | $427,089 | 19,161 | -16.1% |
| 2026-03-09 21:25 | 2026-03-05 | CF | CF Industries Holdings, Inc. | Will W Anthony | Director, Other | Agricultural Inputs | SALE | $109.35 | 57,364 | $6,272,966 | 136,646 | -29.6% |
| 2026-03-09 21:00 | 2026-03-05 | TROX | Tronox Holdings plc | Flood Jonathan | Officer; Principal Accounting Officer | Chemicals | SALE | $7.04 | 15,008 | $105,581 | 92,861 | -13.9% |
| 2026-03-09 21:00 | 2026-03-06 | TROX | Tronox Holdings plc | Engle Jeffrey A. | Officer; SVP, Chief Commercial Officer | Chemicals | SALE | $6.60 | 14,575 | $96,137 | 175,251 | -7.7% |
| 2026-03-09 21:00 | 2026-03-06 | TROX | Tronox Holdings plc | Neuman Jeffrey N | Officer; SVP, General Counsel & Sec. | Chemicals | SALE | $6.59 | 22,965 | $151,443 | 248,831 | -8.4% |
| 2026-03-09 21:00 | 2026-03-06 | TROX | Tronox Holdings plc | Turgeon Jean Francois | Director | Chemicals | SALE | $6.60 | 18,563 | $122,488 | 754,009 | -2.4% |
| 2026-03-09 21:00 | 2026-03-06 | TROX | Tronox Holdings plc | Srivisal John | Officer; SVP, Chief Financial Officer | Chemicals | SALE | $6.59 | 19,461 | $128,297 | 279,677 | -6.5% |
| 2026-03-09 21:00 | 2026-03-06 | TROX | Tronox Holdings plc | Romano John D | Director, Officer; CEO and Director | Chemicals | SALE | $6.59 | 101,600 | $669,635 | 1,473,740 | -6.4% |
| 2026-03-09 17:31 | 2026-03-06 | AMRZ | Amrize Ltd | Jenisch Jan Philipp | Director, Officer; Chairman & CEO | Building Materials | BUY | $58.05 | 60,000 | $3,483,000 | 1,703,582 | +3.7% |
| 2026-03-09 14:39 | 2026-03-06 | ACNT | Ascent Industries Co. | Pan Anthony X | Other | Chemicals | BUY | $13.30 | 3,400 | $45,235 | 20,651 | +19.7% |
| 2026-03-09 13:19 | 2026-03-06 | GPRE | Green Plains Inc. | Sweeney Patrick Francis | Director | Chemicals | BUY | $15.87 | 6,383 | $101,298 | 42,719 | +17.6% |
| 2026-03-07 00:01 | 2026-03-04 | CF | CF Industries Holdings, Inc. | Dempsey Linda M | Officer; VP, Public Affairs | Agricultural Inputs | SALE | $106.50 | 2,000 | $213,000 | 17,547 | -10.2% |
| 2026-03-07 05:45 | - | ASPI | ASP Isotopes Inc. | Ainscow Robert | Officer; COO | Chemicals | SALE | $5.44 | 8,438 | $45,894 | 1,537,817 | -0.5% |
| 2026-03-07 03:47 | 2026-02-27 | IOSP | INNOSPEC INC. | Blackmore Milton C | Director | Specialty Chemicals | SALE | $76.55 | 594 | $45,473 | 10,530 | -5.3% |
| 2026-03-07 03:41 | 2026-02-27 | IOSP | INNOSPEC INC. | PADFIELD Larry | Director | Specialty Chemicals | SALE | $76.55 | 594 | $45,473 | 9,453 | -5.9% |
| 2026-03-07 02:09 | 2026-03-04 | PRM | Perimeter Solutions, Inc. | Thorndike William N Jr | Director | Specialty Chemicals | SALE | $24.00 | 325,000 | $7,801,495 | 8,860,656 | -3.5% |
| 2026-03-07 01:58 | 2026-03-04 | CENX | CENTURY ALUMINUM CO | Hoffman Robert F | Officer; SVP, IT and CAO | Aluminum | SALE | $56.33 | 10,000 | $563,300 | 67,172 | -13.0% |
| 2026-03-07 01:31 | 2026-02-27 | IOSP | INNOSPEC INC. | LANDLESS DAVID | Director | Specialty Chemicals | SALE | $76.55 | 594 | $45,473 | 7,632 | -7.2% |
| 2026-03-07 01:34 | 2026-02-27 | IOSP | INNOSPEC INC. | Poccia Claudia | Director | Specialty Chemicals | SALE | $76.56 | 119 | $9,110 | 6,508 | -1.8% |
| 2026-03-07 01:28 | 2026-02-27 | IOSP | INNOSPEC INC. | Cleminson Ian | Officer; EVP & CFO | Specialty Chemicals | SALE | $76.55 | 2,380 | $182,197 | 20,357 | -10.5% |
| 2026-03-07 00:11 | 2026-03-05 | HYMC | HYCROFT MINING HOLDING CORP | Sprott Eric | 10% owner | Gold | BUY | $40.85 | 100,000 | $4,085,000 | 37,103,704 | +0.3% |
| 2026-03-06 20:48 | 2026-03-04 | NWPX | NWPX Infrastructure, Inc. | Kendrick Megan A. | Officer; Sr. VP of Human Resources | Steel | SALE | $80.59 | 4,500 | $362,655 | 6,996 | -39.1% |
| 2026-03-06 16:33 | 2026-03-04 | CSTM | CONSTELLIUM SE | Hoffmann Philippe | Officer; President, A&T | Aluminum | SALE | $26.45 | 80,000 | $2,115,696 | 55,425 | -59.1% |
| 2026-03-06 02:17 | 2026-03-03 | CF | CF Industries Holdings, Inc. | Will W Anthony | Director, Other | Agricultural Inputs | SALE | $109.06 | 64,273 | $7,009,896 | 194,010 | -24.9% |
| 2026-03-06 02:10 | 2026-03-03 | CF | CF Industries Holdings, Inc. | McGrane Michael Patrick | Officer; SVP, Gen. Counsel & Secretary | Agricultural Inputs | SALE | $105.36 | 2,766 | $291,426 | 22,827 | -10.8% |
| 2026-03-06 02:12 | 2026-03-03 | CF | CF Industries Holdings, Inc. | Menzel Susan L | Officer; EVP and Chief Admin. Officer | Agricultural Inputs | SALE | $106.09 | 3,914 | $415,250 | 81,003 | -4.6% |
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.