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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 2026-01-30 00:02 | 2026-01-29 | USAR | USA Rare Earth, Inc. | BLITZER MICHAEL | Director | Other Industrial Metals & Mining | BUY | $21.44 | 100,000 | $2,143,860 | 847,500 | +13.4% |
| 2026-01-29 21:44 | 2026-01-27 | NG | NOVAGOLD RESOURCES INC | Dorward-King Elaine J | Director | Gold | OPT+S | $10.42 | 11 | $115 | 35,265 | 0.0% |
| 2026-01-29 03:04 | 2026-01-27 | LWLG | Lightwave Logic, Inc. | El-Ahmadi Siraj Nour | Director | Specialty Chemicals | OPT+S | $3.48 | 25,591 | $89,057 | 123,944 | -17.1% |
| 2026-01-28 02:23 | 2026-01-27 | THM | INTERNATIONAL TOWER HILL MINES LTD | PAULSON & CO. INC. | 10% owner | Gold | BUY | $2.22 | 18,018,018 | $40,000,000 | 88,257,406 | +25.7% |
| 2026-01-24 03:17 | 2026-01-23 | CENX | CENTURY ALUMINUM CO | Gary Jesse E | Director, Officer; President and CEO | Aluminum | SALE | $48.19 | 150,000 | $7,228,500 | 292,580 | -33.9% |
| 2026-01-24 02:00 | 2026-01-21 | LXU | LSB INDUSTRIES, INC. | GOLSEN BARRY H | Director | Chemicals | SALE | $10.05 | 118,980 | $1,196,201 | 35,043 | -77.2% |
| 2026-01-23 03:48 | 2026-01-20 | MP | MP Materials Corp. / DE | Hoops Elliot Dean | Officer; General Counsel and Secretary | Other Industrial Metals & Mining | SALE | $68.21 | 7,823 | $533,607 | 74,967 | -9.4% |
| 2026-01-23 00:31 | 2026-01-21 | RPM | RPM INTERNATIONAL INC/DE/ | Kinser Timothy R. | Officer; VP-Operations | Specialty Chemicals | SALE | $110.31 | 3,441 | $379,560 | 21,248 | -13.9% |
| 2026-01-22 18:15 | 2026-01-20 | CMC | COMMERCIAL METALS Co | ARRIOLA DENNIS V | Director | Steel | BUY | $74.69 | 2,000 | $149,380 | 9,238 | +27.6% |
| 2026-01-22 01:35 | 2026-01-20 | GEVO | Gevo, Inc. | Shafer Andrew | Officer; Chief Cust Mkt & Brnd Officer | Specialty Chemicals | SALE | $1.99 | 5,000 | $9,940 | 270,823 | -1.8% |
| 2026-01-21 00:03 | 2026-01-16 | ORGN | Origin Materials, Inc. | Plavan Matthew T | Officer; CFO and COO | Chemicals | SALE | $0.20 | 12,000 | $2,393 | 1,308,231 | -0.9% |
| 2026-01-17 04:27 | 2026-01-16 | IDR | Idaho Strategic Resources, Inc. | BRACKEBUSCH GRANT A | Director, Officer; CFO/Vice President | Gold | SALE | $44.49 | 14,243 | $633,671 | 117,552 | -10.8% |
| 2026-01-17 03:12 | 2026-01-14 | JCTC | JEWETT CAMERON TRADING CO LTD | OREGON COMMUNITY FOUNDATION | 10% owner | Lumber & Wood Production | SALE | $2.31 | 6,325 | $14,599 | 832,209 | -0.8% |
| 2026-01-17 02:00 | 2026-01-15 | MTUS | Metallus Inc. | WESTBROOKS KRISTOPHER R | Officer; President & COO | Steel | OPT+S | $21.00 | 93 | $1,953 | 189,076 | 0.0% |
| 2026-01-17 02:00 | 2026-01-15 | MTUS | Metallus Inc. | Williams Michael S | Director, Officer; Chief Executive Officer | Steel | SALE | $21.00 | 603 | $12,663 | 696,770 | -0.1% |
| 2026-01-17 00:30 | 2026-01-14 | LXU | LSB INDUSTRIES, INC. | GOLSEN BARRY H | Director | Chemicals | SALE | $10.00 | 17,150 | $171,500 | 124,447 | -12.1% |
| 2026-01-17 00:30 | 2026-01-14 | LXU | LSB INDUSTRIES, INC. | CARVER KRISTY | Officer; SVP and Treasurer | Chemicals | SALE | $9.99 | 19,550 | $195,305 | 52,613 | -27.1% |
| 2026-01-17 00:30 | 2026-01-14 | LXU | LSB INDUSTRIES, INC. | MAGUIRE CHERYL | Officer; EVP and CFO | Chemicals | SALE | $10.00 | 9,101 | $91,010 | 199,169 | -4.4% |
| 2026-01-16 20:56 | 2026-01-15 | PPG | PPG INDUSTRIES INC | Morales Vincent J | Officer; Senior VP & CFO | Specialty Chemicals | OPT+S | $110.00 | 5,200 | $572,000 | 28,439 | -15.5% |
| 2026-01-15 05:00 | 2026-01-14 | MTUS | Metallus Inc. | WESTBROOKS KRISTOPHER R | Officer; President & COO | Steel | OPT+S | $20.06 | 10,932 | $219,296 | 189,076 | -5.5% |
| 2026-01-14 05:22 | 2026-01-12 | HCC | WARRIOR MET COAL, INC. | SCHELLER WALTER J | Director, Officer; CHIEF EXECUTIVE OFFICER | Coking Coal | SALE | $100.31 | 100,000 | $10,031,000 | 294,183 | -25.4% |
| 2026-01-14 05:20 | 2026-01-12 | HCC | WARRIOR MET COAL, INC. | Gant Kelli K. | Officer; See remarks | Coking Coal | SALE | $100.00 | 10,000 | $1,000,000 | 70,580 | -12.4% |
| 2026-01-13 04:00 | 2026-01-08 | LXU | LSB INDUSTRIES, INC. | GOLSEN BARRY H | Director | Chemicals | SALE | $9.16 | 175,697 | $1,609,385 | 132,611 | -57.0% |
| 2026-01-10 05:48 | 2026-01-07 | MP | MP Materials Corp. / DE | Litinsky James H. | Director, Officer; Chairman and CEO | Other Industrial Metals & Mining | SALE | $64.16 | 300,000 | $19,246,620 | 12,805,965 | -2.3% |
| 2026-01-10 02:30 | 2026-01-08 | CTGO | Contango ORE, Inc. | Clark Michael Aaron | Officer; CFO & Secretary | Gold | SALE | $26.00 | 10,097 | $262,522 | 49,873 | -16.8% |
| 2026-01-10 02:00 | 2026-01-08 | MTUS | Metallus Inc. | Williams Michael S | Director, Officer; Chief Executive Officer | Steel | SALE | $19.10 | 19,297 | $368,621 | 697,373 | -2.7% |
| 2026-01-10 02:00 | 2026-01-08 | CTGO | Contango ORE, Inc. | Van Nieuwenhuyse Rick | Director, Officer; President & CEO | Gold | SALE | $26.00 | 19,608 | $509,808 | 538,761 | -3.5% |
| 2026-01-08 04:06 | 2026-01-05 | PPTA | PERPETUA RESOURCES CORP. | Sternhell Alexander McLeod | Director | Other Precious Metals & Mining | SALE | $27.09 | 13,148 | $356,192 | 16,352 | -44.6% |
| 2026-01-08 04:05 | 2026-01-05 | PPTA | PERPETUA RESOURCES CORP. | Robison Chris J | Director | Other Precious Metals & Mining | SALE | $26.32 | 13,701 | $360,669 | 85,799 | -13.8% |
| 2026-01-08 04:04 | 2026-01-05 | PPTA | PERPETUA RESOURCES CORP. | Malmen Jeffrey L | Director | Other Precious Metals & Mining | SALE | $26.42 | 15,181 | $401,018 | 14,319 | -51.5% |
| 2026-01-08 04:03 | 2026-01-05 | PPTA | PERPETUA RESOURCES CORP. | Lyon Mckinsey Margaret | Officer; (See remarks (4)) | Other Precious Metals & Mining | SALE | $26.61 | 32,490 | $864,559 | 96,664 | -25.2% |
| 2026-01-08 04:02 | 2026-01-05 | PPTA | PERPETUA RESOURCES CORP. | Dean Robert Alan | Director | Other Precious Metals & Mining | SALE | $26.64 | 5,708 | $152,070 | 22,302 | -20.4% |
| 2026-01-08 00:01 | 2025-12-31 | LWLG | Lightwave Logic, Inc. | El-Ahmadi Siraj Nour | Director | Specialty Chemicals | OPT+S | $3.15 | 49,260 | $155,218 | 99,535 | -33.1% |
| 2026-01-07 00:01 | 2026-01-02 | LWLG | Lightwave Logic, Inc. | CONNELLY THOMAS M JR | Director | Specialty Chemicals | OPT+S | $3.25 | 7,600 | $24,700 | 58,372 | -11.5% |
| 2026-01-06 05:24 | 2025-12-31 | LWLG | Lightwave Logic, Inc. | Partridge Laila | Director | Specialty Chemicals | OPT+S | $3.72 | 10,000 | $37,200 | 63,963 | -13.5% |
| 2026-01-06 01:20 | 2025-12-29 | NNUP | NOCOPI TECHNOLOGIES INC/MD/ | Westenburg Kevin Camerer | Director, Officer; President | Specialty Chemicals | BUY | $1.50 | 33,333 | $50,000 | 200,533 | +19.9% |
| 2026-01-03 05:16 | 2025-12-31 | JCTC | JEWETT CAMERON TRADING CO LTD | OREGON COMMUNITY FOUNDATION | 10% owner | Lumber & Wood Production | SALE | $2.27 | 4,006 | $9,091 | 838,534 | -0.5% |
| 2026-01-01 04:29 | 2025-12-29 | JCTC | JEWETT CAMERON TRADING CO LTD | OREGON COMMUNITY FOUNDATION | 10% owner | Lumber & Wood Production | SALE | $2.27 | 9,169 | $20,836 | 842,540 | -1.1% |
| 2026-01-01 00:02 | 2025-09-10 | ZEUS | OLYMPIC STEEL INC | Greiff Andrew S | Officer; President and COO | Steel | SALE | $37.37 | 7,500 | $280,290 | 12,018 | -38.4% |
| 2025-12-31 19:34 | 2025-12-29 | MTX | MINERALS TECHNOLOGIES INC | MONAGLE DJ III | Officer; Group President | Specialty Chemicals | OPT+S | $61.90 | 23,093 | $1,429,524 | 84,349 | -21.5% |
| 2025-12-31 00:57 | 2025-12-30 | IDR | Idaho Strategic Resources, Inc. | Swallow John | Director, Officer; President & CEO | Gold | SALE | $41.72 | 20,000 | $834,400 | 645,778 | -3.0% |
| 2025-12-30 05:30 | - | ASPI | ASP Isotopes Inc. | Kiessling Heather | Officer; Chief Financial Officer | Chemicals | SALE | $5.80 | 80,000 | $463,840 | 732,500 | -9.8% |
| 2025-12-30 03:32 | 2025-12-23 | JCTC | JEWETT CAMERON TRADING CO LTD | OREGON COMMUNITY FOUNDATION | 10% owner | Lumber & Wood Production | SALE | $2.26 | 21,279 | $48,020 | 851,709 | -2.4% |
| 2025-12-30 02:58 | 2025-12-23 | PPTA | PERPETUA RESOURCES CORP. | Dean Robert Alan | Director | Other Precious Metals & Mining | SALE | $27.01 | 11,490 | $310,349 | 18,510 | -38.3% |
| 2025-12-30 02:05 | 2025-12-24 | ORGN | Origin Materials, Inc. | Lee Joshua C. | Officer; General Counsel | Chemicals | SALE | $0.21 | 64,000 | $13,523 | 606,884 | -9.5% |
| 2025-12-30 02:04 | 2025-12-26 | ORGN | Origin Materials, Inc. | Plavan Matthew T | Officer; CFO and COO | Chemicals | SALE | $0.21 | 40,000 | $8,384 | 1,320,231 | -2.9% |
| 2025-12-30 02:04 | 2025-12-29 | ORGN | Origin Materials, Inc. | Bissell John | Director, Officer; CEO and Director | Chemicals | SALE | $0.20 | 50,000 | $10,190 | 1,947,973 | -2.5% |
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.