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.
Total Volume
$176.4M
Buy Sentiment
50% BULLISH
Active Companies
27
| Filing Date | Trade Date | Ticker | Company Name | Reporting Person | Relationship | Industry | Type | Price | Qty | Total, $ | Owned After | Change, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-19 19:16 | 2026-02-17 | MTRN | MATERION Corp | KHILNANI VINOD M | Director | Other Industrial Metals & Mining | SALE | $148.86 | 4,000 | $595,456 | 13,665 | -22.6% |
| 2026-02-19 01:45 | 2026-02-18 | FCX | FREEPORT-MCMORAN INC | Mikes Ellie L. | Officer; Chief Accounting Officer | Copper | SALE | $62.03 | 11,000 | $682,345 | 40,773 | -21.2% |
| 2026-02-19 01:44 | 2026-02-13 | FCX | FREEPORT-MCMORAN INC | Robertson Maree E. | Officer; EVP & CFO | Copper | SALE | $61.55 | 48,500 | $2,985,175 | 79,894 | -37.8% |
| 2026-02-19 01:38 | 2026-02-17 | LIN | LINDE PLC | Bichara Guillermo | Officer; Exec VP & Chief Legal Officer | Specialty Chemicals | OPT+S | $480.45 | 9,455 | $4,542,655 | 22,138 | -29.9% |
| 2026-02-19 00:59 | 2026-02-17 | CLF | CLEVELAND-CLIFFS INC. | Smith Clifford T | Officer; EVP & Chief Operating Officer | Steel | SALE | $10.46 | 200,000 | $2,092,080 | 560,529 | -26.3% |
| 2026-02-19 00:40 | 2026-02-17 | ECL | ECOLAB INC. | Alfano Nicholas J. | Officer; EVP & PRES - GLOBAL WATER | Specialty Chemicals | OPT+S | $303.58 | 9,501 | $2,884,314 | 4,722 | -66.8% |
| 2026-02-18 17:59 | 2026-02-13 | PPG | PPG INDUSTRIES INC | Morales Vincent J | Officer; Senior VP & CFO | Specialty Chemicals | OPT+S | $131.00 | 78,095 | $10,230,078 | 0 | -100.0% |
| 2026-02-18 04:09 | 2026-02-12 | PPTA | PERPETUA RESOURCES CORP. | Lyon Mckinsey Margaret | Officer; (See remarks (7)) | Other Precious Metals & Mining | OPT+S | $27.57 | 43,722 | $1,205,604 | 132,110 | -24.9% |
| 2026-02-18 00:42 | 2026-02-13 | ECL | ECOLAB INC. | REICH VICTORIA | Director | Specialty Chemicals | OPT+S | $301.08 | 1,000 | $301,080 | 25,176 | -3.8% |
| 2026-02-18 00:35 | 2026-02-13 | ECL | ECOLAB INC. | Bradway Jennifer J | Officer; SVP & CORPORATE CONTROLLER | Specialty Chemicals | OPT+S | $302.01 | 613 | $185,132 | 4,706 | -11.5% |
| 2026-02-14 01:20 | 2026-02-11 | SNES | SenesTech, Inc. | GLENBROOK CAPITAL MANAGEMENT | 10% owner | Specialty Chemicals | BUY | $1.81 | 31,346 | $56,667 | 633,700 | +5.2% |
| 2026-02-14 00:50 | 2026-02-12 | UACU | United Acquisition Corp. I | United Acquisition SPAC LLC | 10% owner | Chemicals | BUY | $10.00 | 457 | $4,570 | 175,457 | +0.3% |
| 2026-02-14 00:37 | 2026-02-12 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | Director, 10% owner | Agricultural Inputs | SALE | $66.40 | 50,000 | $3,319,935 | 13,167,641 | -0.4% |
| 2026-02-13 19:23 | 2026-02-13 | CLF | CLEVELAND-CLIFFS INC. | Camara Edilson | Director | Steel | BUY | $10.13 | 19,700 | $199,626 | 41,983 | +88.4% |
| 2026-02-13 16:49 | 2026-02-11 | NUE | NUCOR CORP | QUERY KENNETH REX | Officer; Executive Vice President | Steel | SALE | $196.02 | 7,452 | $1,460,737 | 76,628 | -8.9% |
| 2026-02-13 16:19 | 2026-02-12 | APD | Air Products & Chemicals, Inc. | Mantle Ridge LP | Director, Other | Specialty Chemicals | SALE | $284.21 | 70,175 | $19,944,437 | 93,499 | -42.9% |
| 2026-02-12 02:52 | 2026-02-11 | CLF | CLEVELAND-CLIFFS INC. | GONCALVES LOURENCO | Director, Officer; Chairman, President & CEO | Steel | SALE | $12.42 | 3,000,000 | $37,257,300 | 0 | -100.0% |
| 2026-02-12 01:46 | 2026-02-10 | FCX | FREEPORT-MCMORAN INC | ADKERSON RICHARD C | Director, Officer; Chairman of the Board | Copper | SALE | $63.50 | 400,991 | $25,464,332 | 3,356,159 | -10.7% |
| 2026-02-12 01:30 | 2026-02-09 | LXU | LSB INDUSTRIES, INC. | GOLSEN BARRY H | Director | Chemicals | SALE | $10.04 | 46,635 | $468,085 | 0 | -100.0% |
| 2026-02-12 01:16 | 2026-02-11 | FCX | FREEPORT-MCMORAN INC | Currault Douglas N. II | Officer; EVP & General Counsel | Copper | OPT+S | $64.52 | 75,000 | $4,838,813 | 219,181 | -25.5% |
| 2026-02-10 23:14 | 2026-02-03 | FSI | FLEXIBLE SOLUTIONS INTERNATIONAL INC | O BRIEN DANIEL B | Director, Officer, 10% owner; Chief Executive Officer | Specialty Chemicals | SALE | $5.78 | 16,497 | $95,353 | 4,595,156 | -0.4% |
| 2026-02-10 22:47 | 2026-02-06 | NG | NOVAGOLD RESOURCES INC | Muniz Quintanilla Daniel | Director | Gold | BUY | $8.94 | 22,470 | $200,882 | 45,021 | +99.6% |
| 2026-02-07 02:11 | 2026-02-05 | WDFC | WD 40 CO | PENDARVIS DAVID | Director | Specialty Chemicals | BUY | $247.15 | 424 | $104,792 | 6,898 | +6.5% |
| 2026-02-07 01:40 | 2026-02-04 | SNES | SenesTech, Inc. | GLENBROOK CAPITAL MANAGEMENT | 10% owner | Specialty Chemicals | BUY | $1.81 | 8,569 | $15,480 | 602,354 | +1.4% |
| 2026-02-07 00:12 | 2026-02-04 | HWKN | HAWKINS INC | Faulconbridge James A | Director | Specialty Chemicals | BUY | $129.62 | 3,000 | $388,860 | 52,407 | +6.1% |
| 2026-02-06 20:44 | 2026-02-04 | NG | NOVAGOLD RESOURCES INC | Whittaker Dawn Patricia | Director | Gold | BUY | $9.36 | 4,000 | $37,440 | 4,000 | +100.0% |
| 2026-02-05 23:22 | 2026-02-04 | PPG | PPG INDUSTRIES INC | Morales Vincent J | Officer; Senior VP & CFO | Specialty Chemicals | OPT+S | $125.00 | 29,672 | $3,709,000 | 28,439 | -51.1% |
| 2026-02-05 22:34 | 2026-02-03 | FSI | FLEXIBLE SOLUTIONS INTERNATIONAL INC | O BRIEN DANIEL B | Director, Officer, 10% owner; Chief Executive Officer | Specialty Chemicals | SALE | $5.88 | 12,500 | $73,500 | 4,599,153 | -0.3% |
| 2026-02-05 18:55 | 2026-02-03 | OLN | OLIN Corp | Sumner R Nichole | Officer; VP & Controller | Chemicals | OPT+S | $22.49 | 4,750 | $106,846 | 24,771 | -16.1% |
| 2026-02-05 18:47 | 2026-02-03 | OLN | OLIN Corp | Slater Todd A | Officer; VP & CFO | Chemicals | OPT+S | $22.48 | 92,250 | $2,073,918 | 44,291 | -67.6% |
| 2026-02-05 03:00 | 2026-02-03 | MTUS | Metallus Inc. | Williams Michael S | Director, Officer; Chief Executive Officer | Steel | SALE | $21.13 | 32,730 | $691,739 | 664,040 | -4.7% |
| 2026-02-05 03:00 | 2026-02-03 | MTUS | Metallus Inc. | WESTBROOKS KRISTOPHER R | Officer; President & COO | Steel | OPT+S | $21.13 | 5,079 | $107,343 | 189,076 | -2.6% |
| 2026-02-05 01:54 | 2026-02-02 | SHW | SHERWIN WILLIAMS CO | Davie Colin M. | Officer; Pres. & GM, Glob. Supply Chain | Specialty Chemicals | OPT+S | $359.50 | 2,976 | $1,069,872 | 5,365 | -35.7% |
| 2026-02-05 00:30 | 2026-02-02 | FEAM | 5E Advanced Materials, Inc. | BEP Special Situations IV LLC | Director, 10% owner | Specialty Chemicals | BUY | $2.00 | 4,000,000 | $8,000,000 | 12,130,997 | +49.2% |
| 2026-02-04 22:39 | 2026-02-03 | CMC | COMMERCIAL METALS Co | DURBIN JENNIFER J | Officer; Fmr. Chief HR & Comm. Officer | Steel | SALE | $79.97 | 25,050 | $2,003,249 | 52,880 | -32.1% |
| 2026-02-04 20:27 | 2026-02-02 | NUE | NUCOR CORP | Behr Allen C | Officer; Executive Vice President | Steel | OPT+S | $184.80 | 15,068 | $2,784,581 | 67,711 | -18.2% |
| 2026-02-04 01:27 | 2026-02-03 | SCCO | SOUTHERN COPPER CORP/ | Contreras Lerdo de Tejada Leonardo | Director | Copper | SALE | $211.34 | 9,248 | $1,954,426 | 600 | -93.9% |
| 2026-02-04 01:27 | 2026-01-30 | SNES | SenesTech, Inc. | GLENBROOK CAPITAL MANAGEMENT | 10% owner | Specialty Chemicals | BUY | $1.96 | 48,138 | $94,524 | 593,785 | +8.8% |
| 2026-02-04 00:42 | 2026-01-30 | WS | Worthington Steel, Inc. | BOWSHER JON J | Director | Steel | BUY | $40.15 | 2,500 | $100,375 | 17,893 | +16.2% |
| 2026-02-04 00:03 | 2026-02-02 | FEAM | 5E Advanced Materials, Inc. | Malm Joshua | Officer; CFO | Specialty Chemicals | BUY | $2.00 | 3,750 | $7,500 | 5,175 | +263.2% |
| 2026-02-04 00:03 | 2026-02-02 | FEAM | 5E Advanced Materials, Inc. | Weibel Paul Wesley III | Officer; Chief Executive Officer | Specialty Chemicals | BUY | $2.00 | 3,750 | $7,500 | 18,838 | +24.9% |
| 2026-02-03 18:59 | 2026-01-30 | NUE | NUCOR CORP | Needham Daniel R. | Officer; Executive Vice President | Steel | SALE | $178.00 | 3,881 | $690,818 | 88,298 | -4.2% |
| 2026-02-02 19:41 | 2026-01-29 | FSI | FLEXIBLE SOLUTIONS INTERNATIONAL INC | O BRIEN DANIEL B | Director, Officer, 10% owner; Chief Executive Officer | Specialty Chemicals | SALE | $5.89 | 4,003 | $23,578 | 4,611,653 | -0.1% |
| 2026-02-02 17:25 | 2026-01-29 | PPG | PPG INDUSTRIES INC | Hagerty Chancey E. | Officer; Sr. VP, Auto. Refinish Ctgs. | Specialty Chemicals | OPT+S | $115.59 | 2,250 | $260,078 | 8,477 | -21.0% |
| 2026-01-31 01:03 | 2026-01-28 | THM | INTERNATIONAL TOWER HILL MINES LTD | PAULSON & CO. INC. | 10% owner | Gold | BUY | $2.22 | 11,315,632 | $25,120,703 | 99,573,038 | +12.8% |
| 2026-01-30 03:47 | 2026-01-29 | USAR | USA Rare Earth, Inc. | Trabuco Carolyn | Director | Other Industrial Metals & Mining | BUY | $22.60 | 1,300 | $29,379 | 1,300 | +100.0% |
| 2026-01-30 01:16 | 2026-01-27 | WS | Worthington Steel, Inc. | Kelly Scott J | Director | Steel | BUY | $39.11 | 7,000 | $273,769 | 16,157 | +76.4% |
| 2026-01-30 01:16 | 2026-01-27 | FSI | FLEXIBLE SOLUTIONS INTERNATIONAL INC | O BRIEN DANIEL B | Director, Officer, 10% owner; Chief Executive Officer | Specialty Chemicals | SALE | $5.87 | 101,500 | $596,120 | 4,615,656 | -2.2% |
| 2026-01-30 00:35 | 2026-01-27 | THM | INTERNATIONAL TOWER HILL MINES LTD | ELECTRUM GLOBAL HOLDINGS L.P. | 10% owner | Gold | BUY | $2.22 | 3,153,153 | $7,000,000 | 3,153,153 | +100.0% |
| 2026-01-30 00:15 | 2026-01-13 | EMAT | Evolution Metals & Technologies Corp. | Stoddard Thomas K | Director | Other Industrial Metals & Mining | BUY | $13.99 | 1,000 | $13,990 | 1,703,917 | +0.1% |
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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.