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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022-03-12 04:51 | 2022-03-09 | AMR | Alpha Metallurgical Resources, Inc. | Whitehead Jason E. | Officer; Chief Operating Officer | Coking Coal | SALE | $119.56 | 16,979 | $2,030,042 | 56,903 | -23.0% |
| 2022-03-12 03:29 | 2022-03-09 | AMR | Alpha Metallurgical Resources, Inc. | Stetson David J. | Director, Officer; Chief Executive Officer | Coking Coal | SALE | $119.16 | 35,643 | $4,247,141 | 168,029 | -17.5% |
| 2022-03-12 03:20 | 2022-03-09 | AMR | Alpha Metallurgical Resources, Inc. | Horn Daniel E. | Officer; Chief Commercial Officer | Coking Coal | SALE | $123.35 | 7,638 | $942,147 | 27,104 | -22.0% |
| 2022-03-12 03:34 | 2022-03-11 | AMR | Alpha Metallurgical Resources, Inc. | Vogel Scott D. | Director | Coking Coal | SALE | $135.46 | 2,500 | $338,650 | 47,327 | -5.0% |
| 2022-03-12 03:11 | 2022-03-10 | AMR | Alpha Metallurgical Resources, Inc. | Eidson Charles Andrew | Officer; President & CFO | Coking Coal | OPT+S | $130.22 | 29,983 | $3,904,392 | 73,900 | -28.9% |
| 2022-03-12 03:26 | 2022-03-09 | AMR | Alpha Metallurgical Resources, Inc. | Nicholson Roger Lee | Officer; CAO, GC & Secretary | Coking Coal | SALE | $119.49 | 16,152 | $1,930,056 | 40,066 | -28.7% |
| 2022-03-12 03:16 | 2022-03-11 | CF | CF Industries Holdings, Inc. | Malik Ashraf K | Officer; Sr. VP, Manufacturing & D'istn | Agricultural Inputs | SALE | $97.32 | 5,033 | $489,807 | 15,707 | -24.3% |
| 2022-03-12 03:14 | 2022-03-10 | CF | CF Industries Holdings, Inc. | Hoker Richard A | Officer; VP and Corporate Controller | Agricultural Inputs | OPT+S | $96.97 | 27,440 | $2,660,802 | 61,329 | -30.9% |
| 2022-03-11 23:30 | 2022-03-07 | XPL | SOLITARIO RESOURCES CORP. | Hesketh James KB | Director | Other Industrial Metals & Mining | SALE | $0.73 | 25,000 | $18,325 | 103,000 | -19.5% |
| 2022-03-12 00:56 | 2022-03-10 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $61.26 | 146,153 | $8,952,777 | 58,339,521 | -0.2% |
| 2022-03-12 03:14 | 2022-03-10 | AMR | Alpha Metallurgical Resources, Inc. | FERRARA ALBERT E JR | Director | Coking Coal | SALE | $135.75 | 3,665 | $497,524 | 18,825 | -16.3% |
| 2022-03-12 01:30 | 2022-03-09 | NEM | NEWMONT Corp /DE/ | Gottesfeld Stephen P | Officer; EVP and Chief S&EA Officer | Gold | SALE | $73.76 | 4,000 | $295,040 | 99,753 | -3.9% |
| 2022-03-12 01:54 | 2022-03-10 | ZEUS | Olympic Steel Inc. | WOLFORT DAVID A | Director, Officer; Senior Advisor | Steel | SALE | $30.99 | 45,351 | $1,405,427 | 247,176 | -15.5% |
| 2022-03-12 01:41 | 2022-03-08 | ZEUS | Olympic Steel Inc. | WOLFORT DAVID A | Director, Officer; Senior Advisor | Steel | SALE | $30.51 | 64,649 | $1,972,506 | 292,527 | -18.1% |
| 2022-03-11 17:42 | 2022-03-10 | CMT | CORE MOLDING TECHNOLOGIES INC | HELLMOLD RALPH O | Director | Specialty Chemicals | BUY | $10.33 | 3,000 | $30,990 | 6,000 | +100.0% |
| 2022-03-11 23:25 | 2022-03-09 | STLD | STEEL DYNAMICS INC | BUSSE KEITH E | Director | Steel | SALE | $72.17 | 30,000 | $2,165,046 | 727,378 | -4.0% |
| 2022-03-12 00:13 | 2022-03-10 | SCCO | SOUTHERN COPPER CORP/ | VELASCO GERMAN LARREA MOTA | Director, Officer; Chairman of the Board | Copper | SALE | $74.97 | 100,000 | $7,497,300 | 574,966 | -14.8% |
| 2022-03-11 03:58 | 2022-03-08 | MP | MP Materials Corp. / DE | Gold Daniel Allen | Director, 10% owner | Other Industrial Metals & Mining | SALE | $44.58 | 1,130,615 | $50,404,173 | 7,336,628 | -13.4% |
| 2022-03-10 16:39 | 2022-03-09 | UFPI | UFP INDUSTRIES INC | WEBSTER PATRICK M | Officer; President and COO | Lumber & Wood Production | SALE | $85.00 | 2,420 | $205,700 | 279,866 | -0.9% |
| 2022-03-10 16:00 | 2022-03-09 | TROX | Tronox Holdings plc | Carlson Timothy C | Officer; SVP, Chief Financial Officer | Chemicals | BUY | $17.52 | 5,000 | $87,600 | 319,326 | +1.6% |
| 2022-03-11 03:44 | 2022-03-08 | MP | MP Materials Corp. / DE | QVT Financial LP | Director, 10% owner, Other | Other Industrial Metals & Mining | SALE | $44.58 | 1,130,615 | $50,404,173 | 7,336,628 | -13.4% |
| 2022-03-10 16:56 | 2022-03-09 | WLK | WESTLAKE CORP | Buesinger Robert F. | Officer; EVP, HIP, IT & Digital | Specialty Chemicals | SALE | $115.55 | 2,730 | $315,452 | 14,839 | -15.5% |
| 2022-03-11 00:31 | 2022-03-08 | HYMC | HYCROFT MINING HOLDING CORP | WHITEBOX ADVISORS LLC | 10% owner | Gold | SALE | $0.92 | 7,817,401 | $7,228,751 | 735,117 | -91.4% |
| 2022-03-10 16:46 | 2022-03-08 | UFPI | UFP INDUSTRIES INC | MISSAD MATTHEW J | Director, Officer; Chief Executive Officer | Lumber & Wood Production | SALE | $83.97 | 9,700 | $814,500 | 340,209 | -2.8% |
| 2022-03-11 01:00 | 2022-03-08 | ZEUS | Olympic Steel Inc. | WOLFORT DAVID A | Director, Officer; Senior Advisor | Steel | SALE | $30.51 | 65,342 | $1,993,388 | 291,834 | -18.3% |
| 2022-03-11 01:06 | 2022-03-09 | SCCO | SOUTHERN COPPER CORP/ | VELASCO GERMAN LARREA MOTA | Director, Officer; Chairman of the Board | Copper | SALE | $74.87 | 50,000 | $3,743,350 | 674,966 | -6.9% |
| 2022-03-10 01:01 | 2022-03-08 | TROX | Tronox Holdings plc | Turgeon Jean Francois | Director, Officer; Co-CEO and Director | Chemicals | SALE | $16.15 | 105,907 | $1,710,536 | 683,195 | -13.4% |
| 2022-03-10 01:01 | 2022-03-08 | TROX | Tronox Holdings plc | Flood Jonathan | Officer; Principal Accounting Officer | Chemicals | SALE | $16.13 | 3,700 | $59,678 | 20,464 | -15.3% |
| 2022-03-10 01:00 | 2022-03-09 | TROX | Tronox Holdings plc | Neuman Jeffrey N | Officer; SVP, General Counsel & Sec. | Chemicals | BUY | $17.17 | 3,000 | $51,510 | 183,312 | +1.7% |
| 2022-03-10 01:00 | 2022-03-08 | TROX | Tronox Holdings plc | Neuman Jeffrey N | Officer; SVP, General Counsel & Sec. | Chemicals | SALE | $16.15 | 80,581 | $1,301,440 | 180,312 | -30.9% |
| 2022-03-10 01:00 | 2022-03-08 | TROX | Tronox Holdings plc | Srivisal John | Officer; SVP, Business Dev. and Finance | Chemicals | SALE | $16.15 | 68,349 | $1,103,871 | 82,893 | -45.2% |
| 2022-03-10 01:22 | 2022-03-09 | TSE | Trinseo PLC | BOZICH FRANK A | Director, Officer; CEO and President | Specialty Chemicals | SALE | $48.13 | 12,000 | $577,560 | 128,219 | -8.6% |
| 2022-03-09 15:42 | 2022-03-08 | WLKP | Westlake Chemical Partners LP | Kenner Andrew | Officer; SVP, Olefin Material & Corp Pr | Chemicals | BUY | $26.34 | 10,000 | $263,400 | 40,000 | +33.3% |
| 2022-03-10 01:00 | 2022-03-08 | TROX | Tronox Holdings plc | Carlson Timothy C | Officer; SVP, Chief Financial Officer | Chemicals | SALE | $16.15 | 73,405 | $1,185,373 | 314,326 | -18.9% |
| 2022-03-10 01:00 | 2022-03-08 | TROX | Tronox Holdings plc | Romano John D | Director, Officer; Co-CEO and Director | Chemicals | SALE | $16.15 | 72,231 | $1,166,365 | 680,717 | -9.6% |
| 2022-03-10 01:21 | 2022-03-07 | MERC | MERCER INTERNATIONAL INC. | KELLOGG PETER R | 10% owner | Paper & Paper Products | BUY | $12.83 | 11,000 | $141,152 | 621,000 | +1.8% |
| 2022-03-10 01:22 | 2022-03-07 | NEM | NEWMONT Corp /DE/ | Rhodes Blake | Officer; SVP, Strategic Development | Gold | SALE | $77.91 | 3,000 | $233,737 | 62,760 | -4.6% |
| 2022-03-09 00:19 | 2022-03-07 | DOW | DOW INC. | Dial Debra L. | Director | Chemicals | BUY | $57.84 | 375 | $21,688 | 375 | +100.0% |
| 2022-03-08 23:05 | 2022-03-08 | LIN | LINDE PLC | Lamba Sanjiv | Officer; Chief Executive Officer | Specialty Chemicals | BUY | $268.62 | 3,750 | $1,007,325 | 33,690 | +12.5% |
| 2022-03-08 23:35 | 2022-03-07 | MTX | MINERALS TECHNOLOGIES INC | GARTH MATTHEW E | Officer; SVP, Finance & Treasury, & CFO | Specialty Chemicals | BUY | $63.75 | 100 | $6,375 | 13,591 | +0.7% |
| 2022-03-09 00:21 | 2022-03-04 | CENX | CENTURY ALUMINUM CO | Hoffman Robert F | Officer; See Remarks | Aluminum | SALE | $29.19 | 3,480 | $101,581 | 32,380 | -9.7% |
| 2022-03-08 15:52 | 2022-03-07 | WLKP | Westlake Chemical Partners LP | Kenner Andrew | Officer; SVP, Olefin Material & Corp Pr | Chemicals | BUY | $26.15 | 8,000 | $209,224 | 30,000 | +36.4% |
| 2022-03-09 00:19 | 2022-03-04 | DOW | DOW INC. | Hinman Jacqueline C. | Director | Chemicals | BUY | $58.37 | 3,000 | $175,108 | 3,723 | +414.9% |
| 2022-03-09 04:48 | 2022-03-04 | IPI | Intrepid Potash, Inc. | Clearway Capital Management LLC | 10% owner | Agricultural Inputs | SALE | $68.34 | 183,917 | $12,568,060 | 1,406,083 | -11.6% |
| 2022-03-09 00:13 | 2022-03-07 | CF | CF Industries Holdings, Inc. | Barnard Douglas C | Officer; Sr. VP, Gen. Counsel&Secretary | Agricultural Inputs | OPT+S | $96.94 | 57,416 | $5,565,982 | 25,302 | -69.4% |
| 2022-03-08 16:37 | 2022-03-04 | UFPI | UFP INDUSTRIES INC | MISSAD MATTHEW J | Director, Officer; Chief Executive Officer | Lumber & Wood Production | SALE | $85.01 | 300 | $25,503 | 349,909 | -0.1% |
| 2022-03-08 00:38 | 2022-03-04 | FMC | FMC CORP | Sandifer Andrew D | Officer; EVP and CFO | Agricultural Inputs | OPT+S | $119.36 | 1,500 | $179,040 | 39,208 | -3.7% |
| 2022-03-08 01:11 | 2022-03-03 | PPTA | PERPETUA RESOURCES CORP. | Robison Chris J | Director | Other Precious Metals & Mining | BUY | $3.80 | 7,000 | $26,600 | 27,000 | +35.0% |
| 2022-03-08 02:15 | 2022-03-04 | AXTA | Axalta Coating Systems Ltd. | COOK WILLIAM M | Director | Specialty Chemicals | BUY | $24.64 | 2,000 | $49,280 | 20,320 | +10.9% |
| 2022-03-08 01:46 | 2022-03-04 | FCX | FREEPORT-MCMORAN INC | WHITMIRE C DONALD JR | Officer; VP Controller & Financial Rptg | Copper | SALE | $49.97 | 170 | $8,495 | 3,700 | -4.4% |
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.