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Sector Analysis

Operative Builders

Standard Industrial Classification: SIC 1531

Industry Insider Sentiment Analysis

The Operative Builders sector (SIC 1531) acts as a critical barometer for broader economic health. Our real-time monitoring reveals total transactions. Monitoring "cluster buying" is one of the most reliable leading indicators for future sector performance. By analyzing aggregate data across this specific Standard Industrial Classification, investors can filter out individual company volatility and identify high-conviction trends. When multiple directors and officers within the same industry move capital simultaneously, it often signals an upcoming sector-wide revaluation or a fundamental shift in supply chain dynamics that has yet to be recognized by the broader public market.

Filing Date Trade Date Ticker Company Reporting Person Relationship Type Price Qty Total, $ Owned After
2022-03-04 17:47 2022-03-02 MTH Meritage Homes CORP Sferruzza Hilla Officer SELL $101.57 13,927 $1,414,616 42,975
2022-03-04 17:46 2022-03-02 MTH Meritage Homes CORP HILTON STEVEN J Director, Officer SELL $101.41 39,500 $4,005,735 359,567
2022-03-01 22:35 2022-02-28 PHM PULTEGROUP INC/MI/ Chadwick John J. Officer SELL $49.05 15,090 $740,119 82,590
2022-03-01 00:19 2022-02-28 DHI HORTON D R INC /DE/ Allen Barbara K Director SELL $85.46 423 $36,150 5,650
2022-03-01 00:17 2022-02-25 TMHC Taylor Morrison Home Corp Terracciano Joseph Officer SELL $29.22 684 $19,986 0
2022-02-24 18:44 2022-02-23 MTH Meritage Homes CORP Sasser Alison Officer SELL $89.90 205 $18,430 2,443
2022-02-24 18:49 2022-02-23 MTH Meritage Homes CORP Szubinski Clinton Officer SELL $90.31 430 $38,833 2,590
2022-02-25 00:02 2022-02-22 TMHC Taylor Morrison Home Corp Hunt Gary H Director SELL $28.51 2,356 $67,170 16,054
2022-02-24 00:06 2022-02-22 MHO M/I HOMES, INC. SCHOTTENSTEIN ROBERT H Director, Officer SELL $46.82 800 $37,453 83,492
2022-02-24 00:05 2022-02-22 MHO M/I HOMES, INC. SCHOTTENSTEIN ROBERT H Director, Officer SELL $46.57 17,500 $814,956 84,292
2022-02-19 00:56 2022-02-17 MTH Meritage Homes CORP Sasser Alison Officer SELL $92.97 112 $10,413 1,913
2022-02-16 18:27 2022-02-14 MTH Meritage Homes CORP Sasser Alison Officer SELL $93.06 603 $56,117 1,623
2022-02-16 22:07 2022-02-14 MTH Meritage Homes CORP Szubinski Clinton Officer SELL $92.85 715 $66,391 1,939
2022-02-17 00:30 2022-02-14 TMHC Taylor Morrison Home Corp Warren Denise Director SELL $29.50 3,671 $108,306 0
2022-02-04 01:25 2022-02-03 DHI HORTON D R INC /DE/ Allen Barbara K Director SELL $88.53 4,000 $354,111 5,650
2022-01-05 00:01 2021-12-31 TMHC Taylor Morrison Home Corp LYON WILLIAM H Director SELL $35.05 14,650 $513,459 4,335,316
2022-01-04 04:12 2021-12-30 TMHC Taylor Morrison Home Corp LYON WILLIAM H Director SELL $35.04 11,900 $416,976 4,349,966
2021-12-31 00:05 2021-12-29 TMHC Taylor Morrison Home Corp LYON WILLIAM H Director SELL $35.03 39,302 $1,376,749 4,361,866
2021-12-30 00:10 2021-12-27 TOL Toll Brothers, Inc. Connor Martin P. Officer SELL $70.97 5,000 $354,830 34,561
2021-12-30 00:12 2021-12-29 TOL Toll Brothers, Inc. Yearley Douglas C. Jr. Director, Officer SELL $72.13 25,000 $1,803,200 159,919
2021-12-30 01:24 2021-12-27 GRBK Green Brick Partners, Inc. Press Richard S Director SELL $30.36 10,000 $303,600 90,897
2021-12-30 00:13 2021-12-28 TOL Toll Brothers, Inc. MARBACH CARL B Director SELL $72.28 10,000 $722,780 67,430
2021-12-24 00:28 2021-12-22 LGIH LGI Homes, Inc. Smith Steven Randal Director SELL $152.60 2,522 $384,857 991
2021-12-24 03:08 2021-12-22 TOL Toll Brothers, Inc. Connor Martin P. Officer SELL $70.79 5,000 $353,951 43,561
2021-12-24 03:03 2021-12-23 TOL Toll Brothers, Inc. Yearley Douglas C. Jr. Director, Officer SELL $70.05 25,000 $1,751,290 184,919
2021-12-15 00:04 2021-12-10 TMHC Taylor Morrison Home Corp LYON WILLIAM H Director SELL $35.17 26,753 $940,898 51,127
2021-12-14 00:48 2021-12-10 DHI HORTON D R INC /DE/ Murray Michael J Officer OPT+S $107.89 34,000 $3,668,141 233,018
2021-12-14 00:47 2021-12-09 DHI HORTON D R INC /DE/ Auld David V Officer OPT+S $108.61 32,000 $3,475,542 501,523
2021-12-14 00:49 2021-12-10 DHI HORTON D R INC /DE/ WHEAT BILL W Officer OPT+S $108.11 35,000 $3,783,962 204,695
2021-12-10 23:38 2021-12-09 TOL Toll Brothers, Inc. Grubb Michael J. Officer SELL $72.91 500 $36,453 1,735
2021-12-11 01:23 2021-12-10 TOL Toll Brothers, Inc. McLean John A Director SELL $73.99 3,500 $258,963 5,762
2021-12-11 00:50 2021-10-20 KBH KB HOME LORA MELISSA Director SELL $40.83 24,393 $995,966 180,619
2021-12-10 23:54 2021-12-09 TOL Toll Brothers, Inc. BRAEMER RICHARD J Director OPT+S $74.25 5,000 $371,250 93,980
2021-12-09 00:30 2021-12-06 DHI HORTON D R INC /DE/ Odom Aron M. Officer SELL $106.00 1,000 $106,000 3,130
2021-12-09 02:34 2021-12-06 TMHC Taylor Morrison Home Corp LYON WILLIAM H Director SELL $34.22 103,310 $3,535,020 52,627
2021-12-09 01:41 2021-12-08 DHI HORTON D R INC /DE/ Hewatt Michael W Director SELL $107.10 2,000 $214,200 1,470
2021-12-09 01:40 2021-12-08 DHI HORTON D R INC /DE/ BUCHANAN MICHAEL R Director SELL $107.72 470 $50,626 0
2021-12-06 23:21 2021-12-03 MTH Meritage Homes CORP HADDOCK GERALD W Director SELL $117.41 2,000 $234,820 2,500
2021-12-07 00:02 2021-12-06 DHI HORTON D R INC /DE/ ANDERSON BRADLEY S Director SELL $105.00 3,000 $315,000 30,629
2021-12-07 01:38 2021-12-06 MTH Meritage Homes CORP HILTON STEVEN J Director, Officer SELL $120.52 61,913 $7,461,600 298,123
2021-12-04 00:16 2021-12-03 TOL Toll Brothers, Inc. Connor Martin P. Officer OPT+S $69.16 3,000 $207,480 37,830
2021-12-02 00:35 2021-12-01 DHI HORTON D R INC /DE/ Allen Barbara K Director SELL $99.63 470 $46,826 5,650
2021-12-01 21:44 2021-11-30 NVR NVR INC ECKERT THOMAS D Director OPT+S $5,242.15 1,300 $6,814,795 1,100
2021-11-24 00:03 2021-11-19 TMHC Taylor Morrison Home Corp LYON WILLIAM H Director SELL $34.00 12,190 $414,460 4,520,231
2021-11-23 23:24 2021-11-19 MTH Meritage Homes CORP HILTON STEVEN J Director, Officer SELL $120.28 38,087 $4,581,142 369,036
2021-11-23 00:15 2021-11-19 TMHC Taylor Morrison Home Corp Palmer Sheryl Director, Officer OPT+S $33.91 61,732 $2,093,085 211,822
2021-11-23 00:50 2021-11-19 DHI HORTON D R INC /DE/ ANDERSON BRADLEY S Director SELL $103.00 3,000 $309,000 33,159
2021-11-20 05:40 2021-11-17 TMHC Taylor Morrison Home Corp LYON WILLIAM H Director SELL $33.80 10,000 $338,018 54,127
2021-11-20 00:47 2021-11-17 TMHC Taylor Morrison Home Corp Palmer Sheryl Director, Officer OPT+S $33.59 38,268 $1,285,277 211,822
2021-11-19 00:45 2021-11-17 DHI HORTON D R INC /DE/ ANDERSON BRADLEY S Director SELL $100.97 3,000 $302,914 36,159
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the Operative Builders sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (1531) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in Operative Builders

Every transaction in the Operative Builders industry is reported via Form 4 disclosures. By filtering these filings by industry, investors can detect institutional-scale sentiment shifts before they are reflected in broader market indices, following the capital flow of those with intimate industry knowledge.

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.