Sector ownership intelligence

Basic Materials insider conviction

Executive and director activity assessed across 92 companies for breadth, transaction quality, clustering, freshness, and directional conviction.

Market dashboardCompany signalsFiling ledgerData API
60/100

Accumulation bias

93/100 confidence
Level
Sector
Evidence window
Latest 90 days
Named insiders
494
Latest evidence
11 Sep 2026

Capital positioning read

Accumulation bias

Priced common-share acquisitions carry more weighted evidence than disposals after freshness, role, size, and duplicate controls.

Watch for market confirmation

Evidence in favour

  • 164 distinct acquisition events survive duplicate and security-type controls.
  • Participation spans 494 named insiders rather than one filing source.
  • The latest qualifying evidence is fresh, dated 10 Sep 2026.

Decision risks

  • Qualifying disposal events outnumber acquisitions, although disposals receive a lower directional weight.
Conviction60Accumulation bias
Confidence93Deep evidence
Controlled events410directional common-share events
Company breadth92represented companies
Acquisition value$86.6Mnormalized amount
Disposal value$379.8Mnormalized amount

Flow regime

Twelve-week filing pressure

Shows the cadence and balance of the full filing tape.

22429 Jun
2506 Jul
5613 Jul
5720 Jul
10427 Jul
11103 Aug
10010 Aug
5217 Aug
6724 Aug
11731 Aug
2207 Sep
014 Sep
AcquisitionsDisposalsScore 60 · Confidence 93

Relative positioning

Sector peer map

Current score with confidence.

FinancialsConviction accumulation7675 confidence Real EstateConviction accumulation6993 confidence UtilitiesAccumulation bias6396 confidence Basic MaterialsAccumulation bias5995 confidence Financial ServicesBalanced insider tape5195 confidence Consumer DefensiveBalanced insider tape4994 confidence EnergyBalanced insider tape4794 confidence IndustrialsBalanced insider tape4694 confidence Consumer CyclicalBalanced insider tape4494 confidence HealthcareDistribution bias4095 confidence Communication ServicesDistribution bias3392 confidence TechnologyConcentrated distribution2695 confidence

Directional balance

Controlled event mix

40.0%acquisition
Acquisition events
164
Disposal events
246
Net value
-$293.2M

Industry architecture

Basic Materials conviction by industry

Activity and normalized value are shown alongside the controlled group read.

Specialty Chemicals39 companies68%acquisition filings · net $-224.9MOther Precious Metals & Mining3 companies62%acquisition filings · net $-964.0KBuilding Materials5 companies65%acquisition filings · net $-13.1MAgricultural Inputs6 companies77%acquisition filings · net $-4.4MChemicals12 companies64%acquisition filings · net $-2.7MOther Industrial Metals & Mining6 companies52%acquisition filings · net $-11.7MGold5 companies50%acquisition filings · net $-7.4MSteel5 companies25%acquisition filings · net $-14.9MCoking Coal3 companies75%acquisition filings · net $-3.7MCopper2 companies44%acquisition filings · net $-7.3MLumber & Wood Production3 companies82%acquisition filings · net $-727.2KPaper & Paper Products2 companies86%acquisition filings · net $31.5KAluminum1 companies0%acquisition filings · net $-1.3M

Evidence quality

What the filings represent

Common equity684
Equity compensation282
Options and derivatives29
Other securities52

Decision makers

Role participation

Director521
Other executive160
CEO and chair120
Other or unspecified119
Finance leadership90
Large holder37

Quality controls

Evidence usability

Normalized values
54%
Priced common share
41%
Named insiders
494
Controlled events
410

Auditable evidence

Latest Basic Materials filings

Showing 1 to 30 of 1047.

RGLDRoyal Gold Inc
RAFFIELD, MARTINSVP, Operations
DisposalCommon equity
Not reportedContext evidence
NWPXNorthwest Pipe Company
FRANSON, MICHAEL CDirector
DisposalCommon equity
Not reportedContext evidence
SSDSimpson Manufacturing Company Inc
OLOSKY, MICHAELDirector, President and CEO
DisposalCommon equity
$605.3KDirectional evidence
NEUNewMarket Corporation
GOTTWALD, BRUCE C10% Owner
DisposalCommon equity
Not reportedContext evidence
USLMUnited States Lime & Minerals Inc
CANDOU, HOLDINGS LTD.10% Owner
AcquisitionCommon equity
$2.2MDirectional evidence
USLMUnited States Lime & Minerals Inc
DOUMET, ANTOINE MDirector
DisposalCommon equity
$2.2MDirectional evidence
NWPXNorthwest Pipe Company
FRANSON, MICHAEL CDirector
DisposalCommon equity
$368.6KDirectional evidence
FMCFMC Corporation
PFEIFFER, NICHOLASCorporate Controller
DisposalCommon equity
$16.0KDirectional evidence
SNESSenesTech Inc
EDELL, MICHAELDirector, Chief Executive Officer
AcquisitionCommon equity
$890Directional evidence
SNESSenesTech Inc
EDELL, MICHAELDirector, Chief Executive Officer
AcquisitionCommon equity
$850Directional evidence
AMRAlpha Metallurgical Resources Inc
COURTIS, KENNETH S.Director
AcquisitionCommon equity
$656.0KDirectional evidence
AMRAlpha Metallurgical Resources Inc
COURTIS, KENNETH S.Director
AcquisitionCommon equity
$621.6KDirectional evidence
AMRAlpha Metallurgical Resources Inc
COURTIS, KENNETH S.Director
AcquisitionCommon equity
$475.0KDirectional evidence
NWPXNorthwest Pipe Company
ROMAN, RICHARD ADirector
DisposalCommon equity
$422.9KDirectional evidence
AMRAlpha Metallurgical Resources Inc
COURTIS, KENNETH S.Director
AcquisitionCommon equity
$413.5KDirectional evidence
CDECoeur Mining Inc
NAULT, CASEY M.EVP, GC & Secretary
DisposalCommon equity
$210.6KDirectional evidence
NWPXNorthwest Pipe Company
WILKINS, AARONCFO
DisposalCommon equity
$159.8KDirectional evidence
NWPXNorthwest Pipe Company
LARSON, KEITH RDirector
DisposalCommon equity
$105.9KDirectional evidence
AMRAlpha Metallurgical Resources Inc
COURTIS, KENNETH S.Director
AcquisitionCommon equity
$69.5KDirectional evidence
ASPIASP Isotopes Inc. Common Stock
AINSCOW, ROBERTCOO
DisposalCommon equity
$36.2KDirectional evidence
AMRAlpha Metallurgical Resources Inc
COURTIS, KENNETH S.Director
AcquisitionCommon equity
$22.7KDirectional evidence
SCCOSouthern Copper Corporation
PALOMINO, BONILLA LUIS MIGUELDirector
DisposalCommon equity
$21.0KDirectional evidence
SMGScotts Miracle-Gro Company
BAXTER, NATHAN ERICDirector, President and CEO, 10% Owner
DisposalCommon equity
$691.7KDirectional evidence
MTRNMaterion Corporation
CHADWICK, SHELLY MARIEVice President, Finance & CFO
AcquisitionEquity compensation
Not reportedContext evidence
MTRNMaterion Corporation
CHEMNITZ, GREGORY R.VP General Counsel & Secretary
AcquisitionEquity compensation
Not reportedContext evidence
MTRNMaterion Corporation
FASHINPAUR, MELISSA AChief Accounting Officer
AcquisitionEquity compensation
Not reportedContext evidence
MTRNMaterion Corporation
KHILNANI, VINOD MDirector
AcquisitionCommon equity
Not reportedContext evidence
MTRNMaterion Corporation
LIGGETT, EMILY MDirector
AcquisitionCommon equity
Not reportedContext evidence
MTRNMaterion Corporation
PHILLIPPY, ROBERT JDirector
AcquisitionCommon equity
Not reportedContext evidence
MTRNMaterion Corporation
PREVOST, PATRICK M.Director
AcquisitionCommon equity
Not reportedContext evidence

Group-level method

Breadth before headline value

Company breadth

A sector or industry score must be supported across companies. One very large filing cannot manufacture broad conviction.

Economic duplicates

Matching company, date, side, security class, share count, and value records are consolidated for the directional calculation.

Evidence hierarchy

Priced common-share activity determines direction. Compensation and derivative records are mapped separately so ownership mechanics remain visible.

Positioning use

The score identifies where insider alignment merits research or where disposal concentration needs review. Price, trend, valuation, and portfolio risk still decide positioning.

Independent market research for education. This classification is not investment advice, a recommendation, a forecast, or an execution instruction.

Evidence context