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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.

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Filing Date Trade Date Ticker Company Name Reporting Person Relationship Industry Type Price Qty Total, $ Owned After Change, %
2022-03-02 05:59 2022-02-25 IOSP INNOSPEC INC. Cleminson Ian Officer; VP & CFO Specialty Chemicals OPT+S $96.78 2,035 $196,938 21,625 -8.6%
2022-03-02 05:52 2022-02-25 IOSP INNOSPEC INC. Williams Patrick Officer; PRESIDENT & CEO Specialty Chemicals OPT+S $96.77 11,448 $1,107,809 163,827 -6.5%
2022-03-02 05:41 2022-02-25 IOSP INNOSPEC INC. BOON PHILIP JOHN Officer; Executive VP Business Ops Specialty Chemicals OPT+S $96.77 1,508 $145,926 17,871 -7.8%
2022-03-02 05:05 2022-02-25 IOSP INNOSPEC INC. LANDLESS DAVID Director Specialty Chemicals OPT+S $96.78 348 $33,680 7,267 -4.6%
2022-03-02 04:57 2022-02-25 IOSP INNOSPEC INC. Blackmore Milton C Director Specialty Chemicals OPT+S $96.77 740 $71,613 7,253 -9.3%
2022-03-01 02:29 2022-02-25 CDE Coeur Mining, Inc. Routledge Michael Officer; SVP & Chief Operating Officer Gold BUY $4.26 11,760 $50,086 189,128 +6.6%
2022-03-01 03:26 2022-02-28 ORGN Origin Materials, Inc. SIM Boon Director, 10% owner Chemicals BUY $5.11 25,000 $127,833 100,000 +33.3%
2022-02-28 14:17 2022-02-24 ASIX AdvanSix Inc. Marberry Michael Director Chemicals BUY $34.73 713 $24,762 122,301 +0.6%
2022-03-01 00:10 2022-02-25 CE Celanese Corp Kelly Thomas Francis Officer; SVP, EM Chemicals BUY $141.74 1,800 $255,130 33,366 +5.7%
2022-03-01 00:40 2022-02-25 CF CF Industries Holdings, Inc. FURBACHER STEPHEN A Director Agricultural Inputs SALE $77.34 8,000 $618,731 52,586 -13.2%
2022-02-28 16:05 2022-02-25 SHW SHERWIN WILLIAMS CO MORIKIS JOHN G Director, Officer; Chairman, President & CEO Specialty Chemicals BUY $259.55 2,000 $519,100 320,774 +0.6%
2022-02-26 02:56 2022-02-24 SXT SENSIENT TECHNOLOGIES CORP Jain Sharad P Director Specialty Chemicals BUY $78.54 100 $7,854 101 +10,000.0%
2022-02-26 01:09 2022-02-25 CDE Coeur Mining, Inc. Whelan Thomas S Officer; SVP & CFO Gold BUY $4.25 10,000 $42,490 406,683 +2.5%
2022-02-26 00:52 2022-02-24 OEC Orion S.A. Quinones Carlos Officer; Sr. VP Global Operations Specialty Chemicals BUY $15.13 3,410 $51,602 47,105 +7.8%
2022-02-26 00:52 2022-02-24 OEC Orion S.A. LINDSEY MARY A Director Specialty Chemicals BUY $15.07 10,000 $150,690 25,179 +65.9%
2022-02-25 19:33 2022-02-24 TMQ Trilogy Metals Inc. Giardini Tony Director, Officer; President and CEO Other Industrial Metals & Mining BUY $0.95 100,000 $94,500 1,042,014 +10.6%
2022-02-25 20:12 2022-02-24 SHW SHERWIN WILLIAMS CO Mistysyn Allen J Officer; SVP - Finance & CFO Specialty Chemicals BUY $253.91 1,000 $253,910 43,908 +2.3%
2022-02-26 03:59 2022-02-25 CF CF Industries Holdings, Inc. Bohn Christopher D Officer; Sr. VP and CFO Agricultural Inputs OPT+S $79.37 110,740 $8,789,168 103,583 -51.7%
2022-02-26 00:28 2022-02-24 CF CF Industries Holdings, Inc. Barnard Douglas C Officer; Sr. VP, Gen. Counsel&Secretary Agricultural Inputs OPT+S $78.28 183,538 $14,367,189 35,743 -83.7%
2022-02-26 01:06 2022-02-23 CDE Coeur Mining, Inc. KREBS MITCHELL J Director, Officer; President and CEO Gold BUY $4.40 5,000 $21,995 1,662,356 +0.3%
2022-02-26 00:30 2022-02-24 CF CF Industries Holdings, Inc. ARZBAECHER ROBERT C Director Agricultural Inputs SALE $78.48 10,000 $784,776 87,239 -10.3%
2022-02-24 16:53 2022-02-22 CRN Coronado Global Resources Inc. AustralianSuper Pty Ltd 10% owner Coking Coal SALE $1.10 2,690,189 $2,950,599 178,625,688 -1.5%
2022-02-25 01:01 2022-02-24 AA Alcoa Corp Slaven John D Officer; EVP & Chief Operations Officer Aluminum OPT+S $75.33 28,326 $2,133,761 54,730 -34.1%
2022-02-24 17:39 2022-02-22 FMC FMC CORP Pfeiffer Nicholas Officer; Corporate Controller Agricultural Inputs OPT+S $116.40 2,500 $291,000 9,429 -21.0%
2022-02-25 02:16 2022-02-24 OEC Orion S.A. Painter Corning F. Director, Officer; Chief Executive Officer Specialty Chemicals BUY $15.19 40,000 $607,640 572,807 +7.5%
2022-02-24 20:44 2022-02-23 NG NOVAGOLD RESOURCES INC Walsh Anthony P. Director Gold OPT+S $7.10 22,406 $159,083 37,977 -37.1%
2022-02-25 01:19 2022-02-22 IOSP INNOSPEC INC. MCROBBIE IAN MALCOLM Officer; Senior VP R&T Specialty Chemicals SALE $99.31 374 $37,144 37,600 -1.0%
2022-02-24 05:54 2022-02-22 RS RELIANCE, INC. Ajemyan Arthur Officer; SVP, CFO Steel SALE $175.72 4,540 $797,785 12,436 -26.7%
2022-02-24 01:12 2022-02-23 K KELLANOVA BANATI AMIT Officer; SVP & Chief Financial Officer Gold OPT+S $66.53 11,054 $735,387 46,722 -19.1%
2022-02-24 01:11 2022-02-23 K KELLANOVA HOOD CHRISTOPHER M Officer; Senior Vice President Gold OPT+S $66.53 7,575 $503,944 40,597 -15.7%
2022-02-24 01:11 2022-02-23 K KELLANOVA Hirst Alistair D Officer; Senior Vice President Gold OPT+S $66.52 12,454 $828,491 43,886 -22.1%
2022-02-24 01:37 2021-11-24 ORGN Origin Materials, Inc. Dorer Benno O Director Chemicals BUY $7.10 15,000 $106,440 15,000 +100.0%
2022-02-24 05:55 2022-02-22 RS RELIANCE, INC. Smith William A II Officer; SVP, General Counsel, Corp Sec Steel SALE $175.75 17,580 $3,089,717 17,834 -49.6%
2022-02-24 01:12 2022-02-23 K KELLANOVA PILNICK GARY H Officer; Vice Chairman Gold OPT+S $66.53 14,506 $965,077 20,998 -40.9%
2022-02-24 05:55 2022-02-22 RS RELIANCE, INC. Lewis Karla R Director, Officer; President Steel SALE $175.68 69,040 $12,129,258 83,118 -45.4%
2022-02-23 00:34 2022-02-18 LIN LINDE PLC Fehrenbach Franz Director Specialty Chemicals BUY $303.00 375 $113,627 4,563 +9.0%
2022-02-22 15:32 2022-02-18 CRN Coronado Global Resources Inc. AustralianSuper Pty Ltd 10% owner Coking Coal SALE $1.08 151,356 $163,464 181,315,877 -0.1%
2022-02-23 00:38 2022-02-18 AA Alcoa Corp Elam Harden Sonya Officer; EVP & Chief Ext. Aff. Officer Aluminum SALE $78.19 1,317 $102,970 33,484 -3.8%
2022-02-22 17:52 2022-02-18 AREC American Resources Corporation Jensen Mark C. Director, Officer; Chief Executive Officer Coking Coal BUY $1.98 5,000 $9,879 5,159,896 +0.1%
2022-02-22 17:37 2022-02-18 AREC American Resources Corporation Sauve Thomas M. Director, Officer; President Coking Coal BUY $1.99 5,000 $9,946 4,409,137 +0.1%
2022-02-22 17:49 2022-01-25 AREC American Resources Corporation Jensen Mark C. Director, Officer; Chief Executive Officer Coking Coal BUY $1.76 5,000 $8,795 5,154,896 +0.1%
2022-02-23 00:54 2022-02-18 ECL ECOLAB INC. MacLennan David Director Specialty Chemicals BUY $179.09 600 $107,452 10,565 +6.0%
2022-02-23 02:22 2022-02-22 K KELLANOVA KELLOGG W K FOUNDATION TRUST 10% owner Gold SALE $66.08 146,163 $9,658,115 58,485,674 -0.2%
2022-02-19 00:50 2022-02-16 USAU U.S. GOLD CORP. Waldkirch Michael N Director Gold BUY $6.50 1,154 $7,501 13,563 +9.3%
2022-02-19 00:52 2022-02-16 USAU U.S. GOLD CORP. Francis Kevin A. Officer; VP - Exploration Gold BUY $6.50 308 $2,002 20,102 +1.6%
2022-02-19 00:50 2022-02-16 USAU U.S. GOLD CORP. Schafer Robert W Director Gold BUY $6.50 1,540 $10,010 108,677 +1.4%
2022-02-19 00:26 2022-02-18 ALB Albemarle Corporation Johnson Netha N. Officer; President, Bromine Specialties Specialty Chemicals BUY $187.81 1,060 $199,074 7,303 +17.0%
2022-02-19 00:51 2022-02-16 USAU U.S. GOLD CORP. Zinke Ryan K Director Gold BUY $6.50 1,540 $10,010 24,781 +6.6%
2022-02-19 00:51 2022-02-16 USAU U.S. GOLD CORP. Bee George M Director, Officer; CEO, President Gold BUY $6.50 1,540 $10,010 387,960 +0.4%
2022-02-19 00:50 2022-02-16 USAU U.S. GOLD CORP. Alexander Eric Officer; Chief Financial Officer Gold BUY $6.50 1,540 $10,010 68,726 +2.3%
SHOW ENTRIES

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.