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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022-03-07 21:13 | 2022-03-07 | MP | MP Materials Corp. / DE | WEISENBURGER RANDALL J | Director | Other Industrial Metals & Mining | BUY | $38.40 | 30,000 | $1,152,000 | 116,901 | +34.5% |
| 2022-03-05 00:25 | 2022-03-02 | CTVA | Corteva, Inc. | Cassidy Meghan | Officer; See Remarks | Agricultural Inputs | OPT+S | $51.53 | 87,022 | $4,484,244 | 55,518 | -61.1% |
| 2022-03-05 05:38 | 2022-03-03 | IPI | Intrepid Potash, Inc. | Clearway Capital Management LLC | 10% owner | Agricultural Inputs | SALE | $61.93 | 69,272 | $4,289,856 | 1,590,000 | -4.2% |
| 2022-03-05 00:40 | 2022-03-02 | BCC | BOISE CASCADE Co | Brown Dean Michael | Officer; EVP, Wood Products | Lumber & Wood Production | SALE | $82.58 | 2,394 | $197,688 | 47,929 | -4.8% |
| 2022-03-05 03:13 | 2022-03-04 | CF | CF Industries Holdings, Inc. | Barnard Douglas C | Officer; Sr. VP, Gen. Counsel&Secretary | Agricultural Inputs | OPT+S | $87.90 | 60,200 | $5,291,598 | 35,743 | -62.7% |
| 2022-03-05 03:10 | 2022-03-04 | CF | CF Industries Holdings, Inc. | Frost Bert A | Officer; Sr.VP,Sales,Mkt Dev & Supp Chn | Agricultural Inputs | SALE | $90.03 | 20,000 | $1,800,616 | 62,388 | -24.3% |
| 2022-03-05 00:19 | 2022-03-02 | MOS | MOSAIC CO | Precourt Walter F. III | Officer; Senior VP - Strategy & Growth | Agricultural Inputs | OPT+S | $55.00 | 63,505 | $3,492,775 | 61,468 | -50.8% |
| 2022-03-05 00:19 | 2022-03-03 | MOS | MOSAIC CO | Ricard Corrine D. | Officer; Sr VP - Mosaic Fertilizantes | Agricultural Inputs | SALE | $57.00 | 10,000 | $570,000 | 54,254 | -15.6% |
| 2022-03-05 01:16 | 2022-03-04 | OEC | Orion S.A. | SMITH DAN F | Director | Specialty Chemicals | BUY | $15.07 | 13,000 | $195,910 | 58,497 | +28.6% |
| 2022-03-04 22:32 | 2022-03-03 | STLD | STEEL DYNAMICS INC | Graham Christopher A | Officer; Senior Vice President | Steel | OPT+S | $76.51 | 4,425 | $338,557 | 79,071 | -5.3% |
| 2022-03-03 18:30 | 2022-03-02 | CRN | Coronado Global Resources Inc. | AustralianSuper Pty Ltd | 10% owner | Coking Coal | SALE | $1.05 | 30,000,000 | $31,500,000 | 148,625,688 | -16.8% |
| 2022-03-04 00:33 | 2022-03-01 | SSD | Simpson Manufacturing Co., Inc. | Dankel Roger | Officer; President, Simpson Strong-Tie | Lumber & Wood Production | SALE | $118.48 | 600 | $71,088 | 33,612 | -1.8% |
| 2022-03-04 01:17 | 2022-03-02 | IPI | Intrepid Potash, Inc. | Clearway Capital Management LLC | 10% owner | Agricultural Inputs | SALE | $58.66 | 29,000 | $1,701,253 | 1,659,272 | -1.7% |
| 2022-03-04 00:32 | 2022-03-01 | CF | CF Industries Holdings, Inc. | FURBACHER STEPHEN A | Director | Agricultural Inputs | SALE | $83.59 | 8,463 | $707,404 | 44,123 | -16.1% |
| 2022-03-04 00:08 | 2022-02-24 | OEC | Orion S.A. | SMITH DAN F | Director | Specialty Chemicals | BUY | $14.85 | 7,000 | $103,950 | 45,497 | +18.2% |
| 2022-03-04 00:08 | 2022-03-02 | MMP | Magellan Midstream Partners, L.P. | Little Melanie A | Officer; Senior Vice President | Aluminum | SALE | $49.30 | 5,077 | $250,297 | 32,240 | -13.6% |
| 2022-03-04 00:07 | 2022-03-02 | MMP | Magellan Midstream Partners, L.P. | Korner Lisa J | Officer; Senior Vice President | Aluminum | SALE | $49.00 | 11,669 | $571,781 | 81,119 | -12.6% |
| 2022-03-03 01:19 | 2022-03-01 | SXT | SENSIENT TECHNOLOGIES CORP | Jain Sharad P | Director | Specialty Chemicals | BUY | $78.00 | 400 | $31,200 | 501 | +396.0% |
| 2022-03-03 01:11 | 2022-02-28 | MP | MP Materials Corp. / DE | Litinsky James H. | Director, Officer, 10% owner; Chairman and CEO | Other Industrial Metals & Mining | SALE | $43.50 | 3,750,000 | $163,125,000 | 28,564,449 | -11.6% |
| 2022-03-03 01:03 | 2022-02-28 | MP | MP Materials Corp. / DE | Gold Daniel Allen | Director, 10% owner | Other Industrial Metals & Mining | SALE | $45.81 | 297,744 | $13,639,593 | 7,800,711 | -3.7% |
| 2022-03-03 01:17 | 2022-03-01 | RGLD | ROYAL GOLD INC | Libner Paul | Officer; CFO & Treasurer | Gold | SALE | $125.00 | 1,200 | $150,000 | 13,998 | -7.9% |
| 2022-03-02 22:14 | 2022-03-01 | FMC | FMC CORP | Reilly Michael Finian | Officer; EVP, General Counsel & Sec. | Agricultural Inputs | OPT+S | $115.41 | 4,915 | $567,242 | 18,354 | -21.1% |
| 2022-03-03 00:15 | 2022-02-28 | LOOP | Loop Industries, Inc. | Champagne Stephen | Officer; Chief Technology Officer | Specialty Chemicals | BUY | $6.63 | 5,800 | $38,454 | 5,800 | +100.0% |
| 2022-03-03 00:30 | 2022-02-28 | MP | MP Materials Corp. / DE | JHL Capital Group LLC | 10% owner, Other | Other Industrial Metals & Mining | SALE | $43.50 | 3,750,000 | $163,125,000 | 28,564,449 | -11.6% |
| 2022-03-02 21:30 | 2022-02-28 | WOLV | Wolverine Resources Corp. | Costerd Bruce Edward | Director, Officer, 10% owner; CEO | Other Industrial Metals & Mining | BUY | $0.00 | 250,000,000 | $500,000 | 279,539,962 | +846.3% |
| 2022-03-02 21:26 | 2022-02-28 | WOLV | Wolverine Resources Corp. | Rich Luke | Director, 10% owner | Other Industrial Metals & Mining | BUY | $0.00 | 250,000,000 | $500,000 | 253,125,140 | +7,999.6% |
| 2022-03-03 01:51 | 2022-03-01 | IPI | Intrepid Potash, Inc. | Clearway Capital Management LLC | 10% owner | Agricultural Inputs | SALE | $56.15 | 11,728 | $658,571 | 1,688,272 | -0.7% |
| 2022-03-03 01:09 | 2022-02-28 | BCC | BOISE CASCADE Co | Twedt Jill | Officer; SVP General Counsel & Corp Sec | Lumber & Wood Production | SALE | $77.85 | 4,000 | $311,418 | 29,932 | -11.8% |
| 2022-03-03 01:06 | 2022-02-28 | BCC | BOISE CASCADE Co | Brown Dean Michael | Officer; EVP, Wood Products | Lumber & Wood Production | SALE | $77.40 | 4,821 | $373,145 | 51,084 | -8.6% |
| 2022-03-03 03:56 | 2022-02-28 | CF | CF Industries Holdings, Inc. | Will W Anthony | Director, Officer; President & CEO | Agricultural Inputs | OPT+S | $80.25 | 1,263,695 | $101,417,589 | 0 | -100.0% |
| 2022-03-03 03:52 | 2022-03-02 | CF | CF Industries Holdings, Inc. | Hoker Richard A | Officer; VP and Corporate Controller | Agricultural Inputs | OPT+S | $84.55 | 26,760 | $2,262,494 | 75,904 | -26.1% |
| 2022-03-03 03:48 | 2022-03-02 | CF | CF Industries Holdings, Inc. | Barnard Douglas C | Officer; Sr. VP, Gen. Counsel&Secretary | Agricultural Inputs | SALE | $85.82 | 16,471 | $1,413,500 | 35,743 | -31.5% |
| 2022-03-03 03:45 | 2022-02-28 | CF | CF Industries Holdings, Inc. | Frost Bert A | Officer; Sr.VP,Sales,Mkt Dev & Supp Chn | Agricultural Inputs | OPT+S | $80.36 | 97,520 | $7,836,649 | 61,424 | -61.4% |
| 2022-03-02 17:50 | 2022-02-28 | KOP | Koppers Holdings Inc. | Dowd Joseph P | Officer; Global VP, Zero Harm | Specialty Chemicals | SALE | $28.75 | 1,749 | $50,284 | 31,751 | -5.2% |
| 2022-03-03 03:55 | 2022-02-28 | CF | CF Industries Holdings, Inc. | Menzel Susan L | Officer; Sr. VP, Human Resources | Agricultural Inputs | SALE | $80.35 | 20,000 | $1,606,922 | 19,665 | -50.4% |
| 2022-03-03 00:33 | 2022-02-28 | MP | MP Materials Corp. / DE | QVT Financial LP | Director, 10% owner, Other | Other Industrial Metals & Mining | SALE | $45.81 | 297,744 | $13,639,593 | 7,800,711 | -3.7% |
| 2022-03-02 18:17 | 2022-03-01 | WLK | WESTLAKE CORP | Zoeller Johnathan Stevan | Officer; VP and CAO | Specialty Chemicals | OPT+S | $110.39 | 1,006 | $111,052 | 1,157 | -46.5% |
| 2022-03-03 01:34 | 2022-03-01 | CDE | Coeur Mining, Inc. | MELLOR ROBERT E | Director, Officer; Chairman (non-executive) | Gold | BUY | $4.51 | 1,000 | $4,507 | 206,019 | +0.5% |
| 2022-03-03 01:32 | 2022-03-01 | NEM | NEWMONT Corp /DE/ | Rhodes Blake | Officer; SVP, Strategic Development | Gold | SALE | $66.94 | 500 | $33,470 | 65,760 | -0.8% |
| 2022-03-03 01:30 | 2022-03-01 | NEM | NEWMONT Corp /DE/ | Palmer Thomas Ronald | Director, Officer; President & CEO | Gold | SALE | $66.94 | 7,000 | $468,580 | 309,949 | -2.2% |
| 2022-03-03 01:29 | 2022-03-01 | NEM | NEWMONT Corp /DE/ | Atkinson Robert D | Officer; EVP & COO | Gold | SALE | $66.94 | 3,000 | $200,820 | 76,617 | -3.8% |
| 2022-03-02 00:25 | 2022-03-01 | CENX | CENTURY ALUMINUM CO | Conti Craig C | Officer; EVP & Chief Financial Officer | Aluminum | SALE | $25.69 | 12,920 | $331,902 | 117,018 | -9.9% |
| 2022-03-02 00:14 | 2022-02-28 | RS | RELIANCE, INC. | Shanley Michael Patrick | Officer; Sr. VP, Operations | Steel | SALE | $186.50 | 22,664 | $4,226,763 | 25,126 | -47.4% |
| 2022-03-01 16:06 | 2022-02-25 | EMN | EASTMAN CHEMICAL CO | COX MARK K | Officer; SVP, Chf Mfg & Eng Ofc | Specialty Chemicals | SALE | $120.79 | 4,858 | $586,798 | 3,509 | -58.1% |
| 2022-03-02 00:14 | 2022-02-28 | RS | RELIANCE, INC. | Koch Stephen Paul | Officer; Sr. VP, Operations | Steel | SALE | $184.59 | 24,474 | $4,517,749 | 10,416 | -70.1% |
| 2022-03-02 00:19 | 2022-02-28 | CENX | CENTURY ALUMINUM CO | Harrison Michelle | Officer; Sr. VP Finance & Treasurer | Aluminum | SALE | $23.22 | 16,284 | $378,152 | 65,965 | -19.8% |
| 2022-03-01 19:17 | 2022-02-28 | KOP | Koppers Holdings Inc. | Dowd Joseph P | Officer; Global VP, Zero Harm | Specialty Chemicals | SALE | $28.51 | 3,000 | $85,530 | 33,500 | -8.2% |
| 2022-03-02 00:04 | 2022-02-28 | OEC | Orion S.A. | GALVIN KERRY A | Director | Specialty Chemicals | BUY | $15.58 | 6,550 | $102,039 | 34,893 | +23.1% |
| 2022-03-02 00:03 | 2022-02-28 | OEC | Orion S.A. | HUCK PAUL E | Director | Specialty Chemicals | BUY | $15.80 | 15,000 | $236,925 | 53,497 | +39.0% |
| 2022-03-01 19:23 | 2022-02-25 | UFPI | UFP INDUSTRIES INC | COLE MICHAEL R | Officer; Chief Financial Officer | Lumber & Wood Production | SALE | $84.75 | 8,200 | $694,950 | 153,137 | -5.1% |
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.