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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-12-29 20:58 | 2025-12-23 | NUE | NUCOR CORP | Batterbee Thomas J. | Officer; Executive Vice President | Steel | SALE | $165.28 | 2,000 | $330,550 | 17,952 | -10.0% |
| 2025-12-29 16:47 | 2025-12-23 | VGZ | VISTA GOLD CORP | SUN VALLEY GOLD LLC | Other | Gold | SALE | $2.20 | 400,000 | $880,000 | 12,447,985 | -3.1% |
| 2025-12-24 02:12 | 2025-12-19 | JCTC | JEWETT CAMERON TRADING CO LTD | OREGON COMMUNITY FOUNDATION | 10% owner | Lumber & Wood Production | SALE | $2.25 | 1,859 | $4,188 | 872,988 | -0.2% |
| 2025-12-24 01:35 | 2025-12-22 | GEVO | Gevo, Inc. | Shafer Andrew | Officer; Chief Cust Mkt & Brnd Officer | Specialty Chemicals | SALE | $2.19 | 5,000 | $10,974 | 275,823 | -1.8% |
| 2025-12-23 19:27 | 2025-12-19 | NUE | NUCOR CORP | Behr Allen C | Officer; Executive Vice President | Steel | SALE | $157.89 | 5,950 | $939,446 | 67,711 | -8.1% |
| 2025-12-23 19:26 | 2025-12-19 | NUE | NUCOR CORP | Topalian Leon J | Officer; Chair, President and CEO | Steel | SALE | $157.99 | 5,000 | $789,951 | 134,913 | -3.6% |
| 2025-12-23 17:37 | 2025-12-22 | WLK | WESTLAKE CORP | Chao Albert | Director, Officer; Executive Chairman | Specialty Chemicals | OPT+S | $73.57 | 40,836 | $3,004,374 | 627,722 | -6.1% |
| 2025-12-23 04:52 | 2025-12-11 | JCTC | JEWETT CAMERON TRADING CO LTD | OREGON COMMUNITY FOUNDATION | 10% owner | Lumber & Wood Production | SALE | $2.34 | 13,687 | $31,977 | 874,847 | -1.5% |
| 2025-12-23 04:50 | 2025-12-22 | IDR | Idaho Strategic Resources, Inc. | Swallow John | Director, Officer; President & CEO | Gold | SALE | $43.44 | 30,000 | $1,303,200 | 665,778 | -4.3% |
| 2025-12-23 03:43 | 2025-12-19 | VGZ | VISTA GOLD CORP | SUN VALLEY GOLD LLC | 10% owner | Gold | SALE | $2.13 | 880,744 | $1,873,078 | 12,847,985 | -6.4% |
| 2025-12-23 01:46 | 2025-12-22 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, Officer, 10% owner; CEO & CFO | Specialty Chemicals | BUY | $0.58 | 17,500 | $10,150 | 8,884,354 | +0.2% |
| 2025-12-20 00:25 | 2025-12-19 | ORGN | Origin Materials, Inc. | Bissell John | Director, Officer; CEO and Director | Chemicals | SALE | $0.27 | 45,000 | $12,078 | 1,997,973 | -2.2% |
| 2025-12-19 04:00 | 2025-12-17 | MTUS | Metallus Inc. | Williams Michael S | Director, Officer; Chief Executive Officer | Steel | SALE | $19.05 | 14,037 | $267,433 | 716,670 | -1.9% |
| 2025-12-18 01:30 | 2025-12-16 | LCGMF | LION COPPER & GOLD CORP. | Alford Tony L | Director, 10% owner | Other Industrial Metals & Mining | BUY | $0.17 | 3,500 | $592 | 85,475,508 | +0.0% |
| 2025-12-18 01:01 | 2025-12-16 | ORGN | Origin Materials, Inc. | Lee Joshua C. | Officer; General Counsel | Chemicals | SALE | $0.36 | 18,200 | $6,572 | 670,884 | -2.6% |
| 2025-12-18 00:53 | 2025-12-15 | AMR | Alpha Metallurgical Resources, Inc. | Courtis Kenneth S. | Director | Coking Coal | BUY | $188.16 | 9,000 | $1,693,441 | 816,537 | +1.1% |
| 2025-12-18 00:06 | 2025-12-17 | RGLD | ROYAL GOLD INC | Vance Ronald J | Director | Gold | SALE | $218.53 | 300 | $65,559 | 8,428 | -3.4% |
| 2025-12-17 22:39 | 2025-12-15 | AMR | Alpha Metallurgical Resources, Inc. | Gorzynski Michael | Director, 10% owner, Other | Coking Coal | BUY | $188.50 | 38,576 | $7,271,495 | 644,025 | +6.4% |
| 2025-12-17 02:44 | 2025-12-09 | AMR | Alpha Metallurgical Resources, Inc. | Courtis Kenneth S. | Director | Coking Coal | BUY | $180.92 | 37,000 | $6,694,203 | 807,537 | +4.8% |
| 2025-12-17 01:15 | 2025-12-12 | PRM | Perimeter Solutions, Inc. | Yokozuka Noriko | Officer; General Counsel | Specialty Chemicals | OPT+S | $28.44 | 137,500 | $3,910,500 | 47,157 | -74.5% |
| 2025-12-17 01:15 | 2025-12-12 | PRM | Perimeter Solutions, Inc. | Sable Kyle | Officer; Chief Financial Officer | Specialty Chemicals | OPT+S | $28.47 | 100,000 | $2,847,000 | 0 | -100.0% |
| 2025-12-17 00:30 | 2025-12-15 | NWPX | NWPX Infrastructure, Inc. | Wilkins Aaron | Officer; CFO | Steel | SALE | $63.50 | 35 | $2,223 | 18,477 | -0.2% |
| 2025-12-16 04:50 | 2025-12-11 | AMR | Alpha Metallurgical Resources, Inc. | Horn Daniel E. | Officer; Chief Commercial Officer | Coking Coal | SALE | $188.32 | 8,125 | $1,530,118 | 4,989 | -62.0% |
| 2025-12-16 04:43 | 2025-12-11 | LCGMF | LION COPPER & GOLD CORP. | Alford Tony L | Director, 10% owner | Other Industrial Metals & Mining | BUY | $0.15 | 1,099,673 | $164,841 | 85,472,008 | +1.3% |
| 2025-12-16 02:13 | 2025-12-12 | SSD | Simpson Manufacturing Co., Inc. | Donaldson Philip E | Director | Lumber & Wood Production | SALE | $168.16 | 2,375 | $399,380 | 6,086 | -28.1% |
| 2025-12-16 00:48 | 2025-12-05 | HDSN | HUDSON TECHNOLOGIES INC /NY | COLEMAN BRIAN F | Other | Specialty Chemicals | SALE | $7.40 | 484,616 | $3,588,097 | 426,968 | -53.2% |
| 2025-12-16 00:39 | 2025-12-11 | VMC | Vulcan Materials CO | BAKER THOMPSON S II | Officer; President | Building Materials | SALE | $300.81 | 7,135 | $2,146,279 | 0 | -100.0% |
| 2025-12-16 00:30 | 2025-12-11 | LXU | LSB INDUSTRIES, INC. | GOLSEN BARRY H | Director | Chemicals | SALE | $9.03 | 84,388 | $762,327 | 248,127 | -25.4% |
| 2025-12-13 04:10 | 2025-12-10 | AMR | Alpha Metallurgical Resources, Inc. | Courtis Kenneth S. | Director | Coking Coal | BUY | $181.32 | 15,000 | $2,719,848 | 785,537 | +1.9% |
| 2025-12-13 02:02 | 2025-12-11 | RGLD | ROYAL GOLD INC | Vance Ronald J | Director | Gold | SALE | $218.29 | 500 | $109,145 | 8,728 | -5.4% |
| 2025-12-13 01:20 | 2025-12-11 | FCX | FREEPORT-MCMORAN INC | Mikes Ellie L. | Officer; Chief Accounting Officer | Copper | SALE | $47.66 | 9,572 | $456,202 | 38,761 | -19.8% |
| 2025-12-13 01:20 | 2025-12-11 | FCX | FREEPORT-MCMORAN INC | Higgins Stephen T. | Officer; EVP & CAO | Copper | SALE | $47.99 | 28,423 | $1,363,900 | 105,294 | -21.3% |
| 2025-12-13 00:30 | 2025-12-11 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $83.50 | 45,097,438 | $3,765,636,073 | 0 | -100.0% |
| 2025-12-13 00:25 | 2025-12-12 | ESI | Element Solutions Inc | Liebowitz Matthew | Officer; President, Specialties | Specialty Chemicals | OPT+S | $26.60 | 37,000 | $984,200 | 117,393 | -24.0% |
| 2025-12-13 00:19 | 2025-12-10 | CE | Celanese Corp | Richardson Scott A | Director, Officer; CEO & President | Chemicals | BUY | $41.59 | 3,800 | $158,042 | 70,449 | +5.7% |
| 2025-12-13 00:18 | 2025-12-12 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Landsman Stephen N | Officer; EVP, General Counsel | Specialty Chemicals | BUY | $63.48 | 3,100 | $196,788 | 15,100 | +25.8% |
| 2025-12-12 15:05 | 2025-12-11 | UFPI | UFP INDUSTRIES INC | MISSAD MATTHEW J | Officer; Executive Chairman | Lumber & Wood Production | SALE | $92.26 | 11,000 | $1,014,860 | 310,533 | -3.4% |
| 2025-12-12 05:05 | - | ASPI | ASP Isotopes Inc. | Ainscow Robert | Officer; Interim CEO and COO | Chemicals | SALE | $6.20 | 8,438 | $52,341 | 1,546,255 | -0.5% |
| 2025-12-12 00:28 | 2025-12-09 | CE | Celanese Corp | Kyrish Chuck | Officer; SVP & CFO | Chemicals | BUY | $41.03 | 5,000 | $205,150 | 10,914 | +84.5% |
| 2025-12-11 19:13 | 2025-12-09 | NWPX | NWPX Infrastructure, Inc. | FRANSON MICHAEL C | Director | Steel | SALE | $60.17 | 5,506 | $331,286 | 18,525 | -22.9% |
| 2025-12-11 05:11 | 2025-12-09 | MP | MP Materials Corp. / DE | Corbett Ryan | Officer; Chief Financial Officer | Other Industrial Metals & Mining | SALE | $60.00 | 38,146 | $2,288,760 | 156,666 | -19.6% |
| 2025-12-11 03:27 | 2025-12-08 | AMR | Alpha Metallurgical Resources, Inc. | Courtis Kenneth S. | Director | Coking Coal | BUY | $175.26 | 36,000 | $6,309,389 | 770,537 | +4.9% |
| 2025-12-11 01:27 | 2025-12-10 | VMC | Vulcan Materials CO | Franklin Denson N. III | Officer; SVP, Gen. Counsel & Secretary | Building Materials | OPT+S | $295.00 | 665 | $196,175 | 8,284 | -7.4% |
| 2025-12-11 00:01 | 2025-12-09 | ZEUS | OLYMPIC STEEL INC | Scott Peter Jennings | Director | Steel | BUY | $39.89 | 5,030 | $200,647 | 5,030 | +100.0% |
| 2025-12-10 20:16 | 2025-12-08 | NWPX | NWPX Infrastructure, Inc. | Wilkins Aaron | Officer; CFO | Steel | SALE | $59.94 | 6,250 | $374,620 | 18,512 | -25.2% |
| 2025-12-10 04:09 | 2025-10-03 | MERC | MERCER INTERNATIONAL INC. | KELLOGG PETER R | 10% owner | Paper & Paper Products | BUY | $1.85 | 1,014,540 | $1,879,943 | 1,520,000 | +200.7% |
| 2025-12-10 03:00 | 2025-12-04 | LXU | LSB INDUSTRIES, INC. | GOLSEN BARRY H | Director | Chemicals | SALE | $9.14 | 139,322 | $1,273,751 | 269,027 | -34.1% |
| 2025-12-10 01:35 | 2025-12-09 | SLVM | Sylvamo Corp | Ferguson Kevin W | Officer; VP, Controller,Chief Acct.Off. | Paper & Paper Products | SALE | $48.25 | 2,000 | $96,500 | 6,149 | -24.5% |
| 2025-12-09 23:30 | 2025-12-05 | HDSN | HUDSON TECHNOLOGIES INC /NY | COLEMAN BRIAN F | Director | Specialty Chemicals | SALE | $7.40 | 484,616 | $3,588,097 | 1,944,312 | -20.0% |
| 2025-12-09 00:52 | 2025-12-05 | TMQ | Trilogy Metals Inc. | Lang Gregory A. | Director | Other Industrial Metals & Mining | OPT+S | $4.76 | 70,000 | $333,102 | 80,000 | -46.7% |
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.