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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022-02-19 01:15 | 2022-02-17 | CLW | Clearwater Paper Corp | Murphy Michael John | Officer; Sr. VP, CFO | Paper & Paper Products | BUY | $28.66 | 1,000 | $28,664 | 30,187 | +3.4% |
| 2022-02-19 00:27 | 2022-02-18 | ALB | Albemarle Corporation | Masters J Kent | Director, Officer; Chairman, President & CEO | Specialty Chemicals | BUY | $190.80 | 5,241 | $999,983 | 15,872 | +49.3% |
| 2022-02-19 00:41 | 2022-02-17 | ECL | ECOLAB INC. | ETTINGER JEFFREY M | Director | Specialty Chemicals | BUY | $179.39 | 5,000 | $896,955 | 18,943 | +35.9% |
| 2022-02-17 21:18 | 2022-02-16 | CLF | CLEVELAND-CLIFFS INC. | Miller Janet L | Director | Steel | BUY | $19.88 | 1,255 | $24,949 | 72,967 | +1.8% |
| 2022-02-17 20:54 | 2022-02-16 | CBT | CABOT CORP | Kalkstein Hobart | Officer; Senior Vice President | Specialty Chemicals | OPT+S | $73.50 | 11,805 | $867,668 | 52,785 | -18.3% |
| 2022-02-17 20:52 | 2022-02-15 | CBT | CABOT CORP | Zhu Jeff Ji | Officer; Senior Vice President | Specialty Chemicals | OPT+S | $70.85 | 13,763 | $975,109 | 76,783 | -15.2% |
| 2022-02-18 01:45 | 2022-02-16 | FCX | FREEPORT-MCMORAN INC | QUIRK KATHLEEN L | Officer; President and CFO | Copper | OPT+S | $44.02 | 80,000 | $3,521,664 | 1,607,288 | -4.7% |
| 2022-02-17 20:15 | 2022-02-15 | NG | NOVAGOLD RESOURCES INC | Lang Gregory A. | Director, Officer; President and CEO | Gold | OPT+S | $6.76 | 44,253 | $299,133 | 363 | -99.2% |
| 2022-02-16 14:21 | 2022-02-14 | CRN | Coronado Global Resources Inc. | AustralianSuper Pty Ltd | 10% owner | Coking Coal | SALE | $1.09 | 714,207 | $778,486 | 181,467,233 | -0.4% |
| 2022-02-16 19:46 | 2022-02-15 | TSE | Trinseo PLC | M&G INVESTMENT MANAGEMENT LTD | 10% owner | Specialty Chemicals | SALE | $57.57 | 3,000 | $172,710 | 7,628,044 | 0.0% |
| 2022-02-16 01:09 | 2022-02-11 | CTVA | Corteva, Inc. | TITUS BRIAN | Officer; See Remarks | Agricultural Inputs | SALE | $51.53 | 23,500 | $1,210,946 | 14,152 | -62.4% |
| 2022-02-16 01:04 | 2022-02-11 | CTVA | Corteva, Inc. | Magro Charles V. | Director, Officer; Chief Executive Officer | Agricultural Inputs | BUY | $51.14 | 50,000 | $2,556,765 | 50,000 | +100.0% |
| 2022-02-16 00:02 | 2022-02-11 | HWKN | HAWKINS INC | Oldenkamp Jeffrey P. | Officer; Executive VP and CFO | Specialty Chemicals | BUY | $39.75 | 2,300 | $91,425 | 69,873 | +3.4% |
| 2022-02-16 01:38 | 2022-02-11 | CBT | CABOT CORP | Kalkstein Hobart | Officer; Senior Vice President | Specialty Chemicals | OPT+S | $50.46 | 6,753 | $340,756 | 59,538 | -10.2% |
| 2022-02-16 04:55 | 2022-02-15 | RYES | Rise Gold Corp. | Proust John | Director | Gold | BUY | $0.61 | 3,875 | $2,368 | 10,000 | +63.3% |
| 2022-02-16 00:34 | 2021-07-12 | VGZ | VISTA GOLD CORP | SUN VALLEY GOLD MASTER FUND, LTD | 10% owner | Gold | BUY | $1.10 | 1,300,000 | $1,430,000 | 13,728,729 | +10.5% |
| 2022-02-14 17:32 | 2022-02-10 | CRN | Coronado Global Resources Inc. | AustralianSuper Pty Ltd | 10% owner | Coking Coal | SALE | $1.08 | 750,597 | $810,945 | 182,181,440 | -0.4% |
| 2022-02-14 19:07 | 2022-02-11 | TSE | Trinseo PLC | M&G INVESTMENT MANAGEMENT LTD | 10% owner | Specialty Chemicals | SALE | $58.76 | 3,000 | $176,280 | 7,631,044 | 0.0% |
| 2022-02-12 00:38 | 2022-02-10 | EMN | EASTMAN CHEMICAL CO | Killian Christopher Moore | Officer; SVP & CTO | Specialty Chemicals | OPT+S | $122.75 | 14,738 | $1,809,118 | 2,249 | -86.8% |
| 2022-02-11 20:33 | 2022-02-09 | CBT | CABOT CORP | Kalkstein Hobart | Officer; Senior Vice President | Specialty Chemicals | SALE | $69.45 | 4,000 | $277,800 | 52,785 | -7.0% |
| 2022-02-12 02:05 | 2021-05-12 | LYB | LyondellBasell Industries N.V. | Buchanan Robin W.T. | Director | Specialty Chemicals | SALE | $110.84 | 25,000 | $2,771,000 | 27,565 | -47.6% |
| 2022-02-12 02:05 | 2019-03-31 | LYB | LyondellBasell Industries N.V. | Buchanan Robin W.T. | Director | Specialty Chemicals | BUY | $82.80 | 5,595 | $463,254 | 28,264 | +24.7% |
| 2022-02-12 00:41 | 2022-02-10 | KALU | KAISER ALUMINUM CORP | West Neal E | Officer; EVP & CFO | Aluminum | SALE | $96.53 | 400 | $38,612 | 1,019 | -28.2% |
| 2022-02-12 01:31 | 2022-02-09 | FCX | FREEPORT-MCMORAN INC | WHITMIRE C DONALD JR | Officer; VP Controller & Financial Rptg | Copper | OPT+S | $43.44 | 44,000 | $1,911,540 | 74,837 | -37.0% |
| 2022-02-12 00:37 | 2022-02-09 | NEM | NEWMONT Corp /DE/ | Gottesfeld Stephen P | Officer; EVP and Chief S&EA Officer | Gold | SALE | $62.96 | 4,000 | $251,840 | 73,140 | -5.2% |
| 2022-02-11 00:33 | 2022-02-09 | NWPX | NWPX Infrastructure, Inc. | MONTROSS SCOTT J | Officer; President & CEO | Steel | SALE | $30.10 | 200 | $6,019 | 87,523 | -0.2% |
| 2022-02-09 15:01 | 2022-02-07 | CRN | Coronado Global Resources Inc. | AustralianSuper Pty Ltd | 10% owner | Coking Coal | SALE | $1.02 | 2,136,513 | $2,170,484 | 182,932,037 | -1.2% |
| 2022-02-09 19:32 | 2022-02-08 | MOS | MOSAIC CO | Isaacson Mark J. | Officer; SVP, Gen. Counsel & Corp. Sec. | Agricultural Inputs | OPT+S | $45.00 | 40,094 | $1,804,230 | 38,143 | -51.2% |
| 2022-02-08 14:59 | 2022-02-04 | CRN | Coronado Global Resources Inc. | AustralianSuper Pty Ltd | 10% owner | Coking Coal | SALE | $0.99 | 2,723,784 | $2,690,281 | 185,068,550 | -1.5% |
| 2022-02-09 00:17 | 2022-02-04 | AA | Alcoa Corp | Slaven John D | Officer; EVP & Chief Operations Officer | Aluminum | OPT+S | $62.18 | 12,267 | $762,799 | 61,570 | -16.6% |
| 2022-02-09 00:14 | 2022-02-04 | AA | Alcoa Corp | Beerman Molly S. | Officer; Senior VP & Controller | Aluminum | SALE | $64.53 | 12,500 | $806,606 | 27,905 | -30.9% |
| 2022-02-09 01:31 | 2022-02-02 | IPI | Intrepid Potash, Inc. | Clearway Capital Management LLC | 10% owner | Agricultural Inputs | SALE | $46.40 | 11,982 | $555,966 | 1,700,000 | -0.7% |
| 2022-02-09 02:48 | 2022-02-04 | FCX | FREEPORT-MCMORAN INC | QUIRK KATHLEEN L | Officer; EVP and CFO | Copper | OPT+S | $38.55 | 40,500 | $1,561,137 | 1,299,899 | -3.0% |
| 2022-02-05 00:32 | 2022-02-03 | HCC | WARRIOR MET COAL, INC. | Richardson Jack K. | Officer; Chief Operating Officer | Coking Coal | SALE | $30.00 | 4,365 | $130,950 | 56,081 | -7.2% |
| 2022-02-05 00:22 | 2022-02-03 | AA | Alcoa Corp | Heeter Jeffrey D. | Officer; EVP & Gen. Counsel | Aluminum | SALE | $60.56 | 17,696 | $1,071,672 | 54,730 | -24.4% |
| 2022-02-05 00:18 | 2022-02-02 | AA | Alcoa Corp | Kahrs Benjamin D | Officer; EVP & Chief Innovation Officer | Aluminum | SALE | $59.04 | 15,376 | $907,727 | 21,310 | -41.9% |
| 2022-02-04 22:40 | 2022-02-02 | TSE | Trinseo PLC | BOZICH FRANK A | Director, Officer; CEO and President | Specialty Chemicals | OPT+S | $53.89 | 20,957 | $1,129,373 | 114,396 | -15.5% |
| 2022-02-05 00:04 | 2022-02-02 | CF | CF Industries Holdings, Inc. | Frost Bert A | Officer; Sr.VP,Sales,Mkt Dev & Supp Chn | Agricultural Inputs | OPT+S | $75.00 | 26,890 | $2,016,750 | 66,037 | -28.9% |
| 2022-02-04 01:46 | 2022-02-01 | NEM | NEWMONT Corp /DE/ | Palmer Thomas Ronald | Director, Officer; President & CEO | Gold | SALE | $62.00 | 7,000 | $434,000 | 215,525 | -3.1% |
| 2022-02-04 01:45 | 2022-02-01 | NEM | NEWMONT Corp /DE/ | Atkinson Robert D | Officer; EVP & COO | Gold | SALE | $62.00 | 3,000 | $186,000 | 67,847 | -4.2% |
| 2022-02-04 01:43 | 2022-02-01 | NEM | NEWMONT Corp /DE/ | Rhodes Blake | Officer; SVP, Strategic Development | Gold | SALE | $62.00 | 500 | $31,000 | 55,434 | -0.9% |
| 2022-02-02 16:46 | 2022-01-31 | CRN | Coronado Global Resources Inc. | AustralianSuper Pty Ltd | 10% owner | Coking Coal | SALE | $0.96 | 351,850 | $337,002 | 187,792,334 | -0.2% |
| 2022-02-02 23:17 | 2022-02-01 | FUL | FULLER H B CO | Campe Heather | Officer; Sr. VP, International Growth | Specialty Chemicals | OPT+S | $71.64 | 18,046 | $1,292,895 | 1,696 | -91.4% |
| 2022-02-03 05:03 | 2022-02-01 | SSD | Simpson Manufacturing Co., Inc. | Dankel Roger | Officer; President, Simpson Strong-Tie | Lumber & Wood Production | SALE | $113.00 | 600 | $67,800 | 26,764 | -2.2% |
| 2022-02-01 14:14 | 2022-01-28 | CRN | Coronado Global Resources Inc. | AustralianSuper Pty Ltd | 10% owner | Coking Coal | BUY | $0.93 | 9,160 | $8,519 | 188,144,184 | +0.0% |
| 2022-02-02 00:52 | 2022-01-31 | FUL | FULLER H B CO | JENSEN TRACI L | Officer; Vice President | Specialty Chemicals | OPT+S | $71.13 | 23,099 | $1,643,043 | 9,310 | -71.3% |
| 2022-02-01 21:19 | 2022-01-28 | RYES | Rise Gold Corp. | Mossman Benjamin | Director, Officer; CEO, President | Gold | BUY | $0.40 | 50,000 | $20,000 | 252,829 | +24.7% |
| 2022-02-01 05:45 | 2022-01-28 | RYES | Rise Gold Corp. | Lepard Lawrence Ward | Director, 10% owner | Gold | BUY | $0.40 | 1,275,000 | $510,000 | 500,000 | +100.0% |
| 2022-02-01 00:42 | 2022-01-28 | RYES | Rise Gold Corp. | Flanigan Murray Guinn | Director | Gold | BUY | $0.40 | 50,000 | $20,000 | 50,000 | +100.0% |
| 2022-01-29 00:16 | 2022-01-26 | AA | Alcoa Corp | Jones Tammi A | Officer; EVP & CHRO | Aluminum | OPT+S | $62.28 | 13,070 | $814,043 | 7,599 | -63.2% |
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.