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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
2021-02-02 00:12 2021-01-28 DHI HORTON D R INC /DE/ Allen Barbara K Director SELL $74.52 4,000 $298,096 5,650
2021-01-30 00:44 2021-01-27 KBH KB HOME HOLLINGER WILLIAM R Officer OPT+S $42.46 82,651 $3,509,196 163,984
2021-01-29 03:09 2021-01-26 TMHC Taylor Morrison Home Corp LYON WILLIAM H Director SELL $31.05 400 $12,418 209,170
2021-01-28 01:37 2021-01-25 DFH Dream Finders Homes, Inc. Blanton John O. Officer BUY $13.00 4,000 $52,000 595,768
2021-01-28 01:33 2021-01-25 DFH Dream Finders Homes, Inc. Parekh Megha H. Director BUY $13.00 2,000 $26,000 2,000
2021-01-28 01:26 2021-01-25 DFH Dream Finders Homes, Inc. Fernandez Lorena Anabel Officer BUY $13.00 23,000 $299,000 23,000
2021-01-28 01:23 2021-01-25 DFH Dream Finders Homes, Inc. Udelhofen Justin Director BUY $13.00 75,000 $975,000 75,000
2021-01-28 01:12 2021-01-25 DFH Dream Finders Homes, Inc. Moran Doug Officer BUY $13.00 60,000 $780,000 815,490
2021-01-28 01:09 2021-01-25 DFH Dream Finders Homes, Inc. Moyer Rick A. Officer BUY $13.00 30,000 $390,000 794,211
2021-01-28 01:05 2021-01-25 DFH Dream Finders Homes, Inc. Riva Robert E. Officer BUY $13.00 1,000 $13,000 19,640
2021-01-28 01:31 2021-01-26 TOL Toll Brothers, Inc. Connor Martin P. Officer OPT+S $53.57 12,778 $684,578 47,830
2021-01-28 00:59 2021-01-25 DFH Dream Finders Homes, Inc. BOSTON OMAHA Corp 10% owner BUY $13.00 120,000 $1,560,000 4,801,099
2021-01-28 00:39 2021-01-26 TOL Toll Brothers, Inc. Yearley Douglas C. Jr. Director, Officer SELL $53.00 10,000 $530,000 277,425
2021-01-28 01:49 2021-01-25 GRBK Green Brick Partners, Inc. EINHORN DAVID Director, 10% owner BUY $20.55 850,000 $17,467,500 850,000
2021-01-28 01:49 2021-01-25 GRBK Green Brick Partners, Inc. EINHORN DAVID Director, 10% owner SELL $20.55 6,850,000 $140,767,500 2,807,557
2021-01-26 01:34 2021-01-21 TMHC Taylor Morrison Home Corp Palmer Sheryl Director, Officer SELL $29.86 50,000 $1,492,980 137,758
2021-01-26 01:31 2021-01-21 TMHC Taylor Morrison Home Corp LYON WILLIAM H Director SELL $29.60 16,000 $473,618 209,570
2021-01-26 01:30 2021-01-21 TMHC Taylor Morrison Home Corp Cone C. David Officer OPT+S $30.00 34,153 $1,024,590 76,810
2021-01-26 02:42 2021-01-22 TOL Toll Brothers, Inc. Connor Martin P. Officer SELL $50.80 5,119 $260,027 58,008
2021-01-23 05:38 2021-01-20 TMHC Taylor Morrison Home Corp Palmer Sheryl Director, Officer SELL $28.64 50,000 $1,431,855 187,758
2020-12-24 00:46 2020-12-22 LGIH LGI Homes, Inc. Smith Steven Randal Director SELL $113.78 7,000 $796,480 2,522
2020-12-18 01:10 2019-09-17 LGIH LGI Homes, Inc. Vahradian Robert Karnig Director SELL $79.87 3,000 $239,610 21,256
2020-12-12 01:47 2019-09-09 LGIH LGI Homes, Inc. Sansbury Bryan Christopher Director SELL $80.91 8,949 $724,086 149,170
2020-12-12 01:45 2019-11-15 LGIH LGI Homes, Inc. Sansbury Bryan Christopher Director SELL $72.00 9,200 $662,400 139,970
2020-12-12 01:43 2020-05-18 LGIH LGI Homes, Inc. Sansbury Bryan Christopher Director SELL $77.56 21,851 $1,694,807 119,319
2020-12-12 01:41 2020-08-17 LGIH LGI Homes, Inc. Sansbury Bryan Christopher Director SELL $113.60 10,000 $1,136,042 109,319
2020-12-11 03:23 2020-12-09 BZH BEAZER HOMES USA INC Salomon Robert L. Officer SELL $15.34 6,000 $92,052 198,601
2020-12-09 03:13 2020-12-07 BZH BEAZER HOMES USA INC Salomon Robert L. Officer SELL $15.38 20,000 $307,544 204,601
2020-12-09 03:16 2020-12-08 BZH BEAZER HOMES USA INC WINKLE C CHRISTIAN Director BUY $15.30 3,616 $55,324 26,362
2020-12-05 01:06 2020-12-04 BZH BEAZER HOMES USA INC Salomon Robert L. Officer SELL $15.15 2,500 $37,863 224,601
2020-12-04 22:51 2020-12-02 DHI HORTON D R INC /DE/ BUCHANAN MICHAEL R Director SELL $70.35 23,076 $1,623,385 470
2020-12-03 03:22 2020-12-01 BZH BEAZER HOMES USA INC WINKLE C CHRISTIAN Director BUY $14.64 3,775 $55,266 22,746
2020-12-01 04:35 2020-11-30 DHI HORTON D R INC /DE/ Allen Barbara K Director OPT+S $73.97 470 $34,766 5,650
2020-12-01 04:39 2020-11-30 DHI HORTON D R INC /DE/ Hewatt Michael W Director OPT+S $74.08 470 $34,815 0
2020-11-30 22:01 2020-11-25 NVR NVR INC SAVILLE PAUL C Officer OPT+S $4,180.01 850 $3,553,009 112,770
2020-11-25 22:24 2020-11-23 NVR NVR INC SAVILLE PAUL C Officer OPT+S $4,193.17 2,400 $10,063,606 112,770
2020-11-26 00:54 2020-11-19 DHI HORTON D R INC /DE/ ANDERSON BRADLEY S Director SELL $76.63 10,980 $841,440 33,347
2020-11-25 03:44 2020-11-23 BZH BEAZER HOMES USA INC Salomon Robert L. Officer OPT+S $14.50 30,200 $437,900 227,101
2020-11-25 03:45 2020-11-24 BZH BEAZER HOMES USA INC WINKLE C CHRISTIAN Director BUY $14.99 3,735 $55,987 18,971
2020-11-24 01:10 2020-11-19 NVR NVR INC SAVILLE PAUL C Officer OPT+S $4,210.05 1,750 $7,367,588 112,770
2020-11-20 18:49 2020-11-19 MTH Meritage Homes CORP Lord Phillippe Officer SELL $91.37 1,080 $98,680 28,498
2020-11-19 01:10 2020-11-16 LGIH LGI Homes, Inc. Sansbury Bryan Christopher Director SELL $109.92 9,319 $1,024,317 100,000
2020-11-19 00:13 2020-11-17 DHI HORTON D R INC /DE/ Hewatt Michael W Director OPT+S $73.72 1,000 $73,716 0
2020-11-19 04:34 2020-11-17 BZH BEAZER HOMES USA INC WINKLE C CHRISTIAN Director BUY $14.02 5,950 $83,418 15,236
2020-11-17 21:26 2020-11-13 NVR NVR INC Bredow Eugene James Officer OPT+S $4,281.64 183 $783,540 826
2020-11-18 00:48 2020-11-16 KBH KB HOME MEZGER JEFFREY T Director, Officer OPT+S $33.91 173,605 $5,886,946 987,490
2020-11-12 22:33 2020-11-11 NVR NVR INC FESTA ALFRED E Director SELL $4,128.84 500 $2,064,420 321
2020-11-07 01:12 2020-11-04 KBH KB HOME MEZGER JEFFREY T Director, Officer OPT+S $36.22 382,099 $13,839,205 987,490
2020-11-06 02:05 2020-11-04 NVR NVR INC Bredow Eugene James Officer OPT+S $4,300.00 1,000 $4,300,000 826
2020-10-29 22:32 2020-10-28 NVR NVR INC Kelpy Matthew B. Officer BUY $3,919.98 17 $66,640 18
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.