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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| 2021-11-18 02:29 | 2021-11-16 | TMHC | Taylor Morrison Home Corp | Palmer Sheryl | Director, Officer | OPT+S | $32.93 | 70,231 | $2,312,356 | 211,822 |
| 2021-11-17 00:02 | 2021-11-12 | TMHC | Taylor Morrison Home Corp | Palmer Sheryl | Director, Officer | OPT+S | $32.53 | 29,769 | $968,424 | 211,822 |
| 2021-11-13 01:01 | 2021-11-10 | KBH | KB HOME | Woram Brian J | Officer | OPT+S | $41.56 | 39,370 | $1,636,217 | 104,593 |
| 2021-11-13 01:01 | 2021-11-11 | KBH | KB HOME | MEZGER JEFFREY T | Director, Officer | OPT+S | $42.05 | 201,126 | $8,457,469 | 1,097,611 |
| 2021-11-11 05:48 | 2021-11-08 | KBH | KB HOME | MEZGER JEFFREY T | Director, Officer | OPT+S | $42.33 | 319,174 | $13,509,997 | 1,097,611 |
| 2021-10-29 23:40 | 2021-10-27 | TMHC | Taylor Morrison Home Corp | Cone C. David | Officer | OPT+S | $30.34 | 8,690 | $263,615 | 99,136 |
| 2021-10-30 02:03 | 2021-10-29 | MTH | Meritage Homes CORP | WHITE C TIMOTHY | Officer | SELL | $110.08 | 13,054 | $1,437,004 | 12,537 |
| 2021-10-30 02:01 | 2021-10-29 | MTH | Meritage Homes CORP | AX PETER L | Director | SELL | $112.26 | 5,000 | $561,297 | 15,591 |
| 2021-10-26 18:31 | 2021-10-25 | NVR | NVR INC | Kelpy Matthew B. | Officer | BUY | $4,860.00 | 100 | $486,000 | 212 |
| 2021-10-15 23:41 | 2021-10-14 | KBH | KB HOME | Gilligan Thomas W. | Director | OPT+S | $40.49 | 35,222 | $1,426,139 | 41,063 |
| 2021-10-01 23:16 | 2021-09-29 | DFH | Dream Finders Homes, Inc. | BOSTON OMAHA Corp | 10% owner | SELL | $17.33 | 1,235,000 | $21,402,180 | 2,868,037 |
| 2021-09-21 03:52 | 2021-09-16 | DFH | Dream Finders Homes, Inc. | BOSTON OMAHA Corp | 10% owner | SELL | $19.50 | 250,258 | $4,879,180 | 4,103,037 |
| 2021-09-16 03:33 | 2021-09-13 | DFH | Dream Finders Homes, Inc. | BOSTON OMAHA Corp | 10% owner | SELL | $19.32 | 447,804 | $8,650,543 | 4,353,295 |
| 2021-09-03 23:56 | 2021-09-01 | TPH | Tri Pointe Homes, Inc. | BAUER DOUGLAS F. | Director, Officer | SELL | $24.19 | 81,295 | $1,966,526 | 350,611 |
| 2021-09-01 23:11 | 2021-08-30 | MHO | M/I HOMES, INC. | TRAEGER NORMAN L | Director | SELL | $66.01 | 1,000 | $66,010 | 15,531 |
| 2021-09-01 00:43 | 2021-08-27 | TPH | Tri Pointe Homes, Inc. | BAUER DOUGLAS F. | Director, Officer | OPT+S | $24.15 | 290,057 | $7,003,426 | 431,906 |
| 2021-08-30 20:57 | 2021-08-27 | NVR | NVR INC | JOHNSON MANUEL H | Director | OPT+S | $5,143.21 | 1,000 | $5,143,210 | 400 |
| 2021-08-27 02:34 | 2021-08-24 | TPH | Tri Pointe Homes, Inc. | BAUER DOUGLAS F. | Director, Officer | OPT+S | $24.19 | 193,251 | $4,674,703 | 138,583 |
| 2021-08-21 00:02 | 2021-08-18 | TMHC | Taylor Morrison Home Corp | Cone C. David | Officer | OPT+S | $27.40 | 271,518 | $7,439,593 | 99,136 |
| 2021-08-17 02:31 | 2021-08-16 | MTH | Meritage Homes CORP | Szubinski Clinton | Officer | SELL | $114.75 | 875 | $100,406 | 852 |
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.