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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
2020-02-25 01:16 2020-02-21 DHI HORTON D R INC /DE/ Odom Aron M. Officer SELL $62.08 3,300 $204,874 2,529
2020-02-24 23:47 2020-02-20 NVR NVR INC Martchek Jeffrey D Officer OPT+S $4,027.58 1,000 $4,027,575 3,123
2020-02-24 22:33 2020-02-21 NVR NVR INC SAVILLE PAUL C Officer OPT+S $4,026.22 444 $1,787,642 112,770
2020-02-22 00:22 2020-02-20 NVR NVR INC Bredow Eugene James Officer OPT+S $4,030.00 1,000 $4,030,000 826
2020-02-22 00:28 2020-02-20 PHM PULTEGROUP INC/MI/ Chadwick John J. Officer SELL $46.70 13,231 $617,941 71,383
2020-02-22 00:10 2020-02-19 MHO M/I HOMES, INC. Mason J Thomas Director, Officer SELL $42.50 15,833 $672,910 0
2020-02-22 00:11 2020-02-19 MHO M/I HOMES, INC. SCHOTTENSTEIN ROBERT H Director, Officer SELL $42.47 29,089 $1,235,276 62,364
2020-02-21 00:15 2020-02-18 MHO M/I HOMES, INC. Mason J Thomas Director, Officer SELL $43.02 700 $30,115 15,833
2020-02-21 02:04 2020-02-18 TMHC Taylor Morrison Home Corp Hunt Gary H Director SELL $27.85 17,000 $473,391 18,410
2020-02-20 21:36 2020-02-18 NVR NVR INC SAVILLE PAUL C Officer OPT+S $3,984.34 10,000 $39,843,400 112,770
2020-02-21 00:17 2020-02-18 MHO M/I HOMES, INC. SCHOTTENSTEIN ROBERT H Director, Officer SELL $43.01 700 $30,106 91,453
2020-02-20 02:07 2020-02-18 MTH Meritage Homes CORP Feliciano Javier Officer OPT+S $68.16 4,334 $295,405 15,179
2020-02-20 02:10 2020-02-14 MTH Meritage Homes CORP Lord Phillippe Officer OPT+S $68.46 21,473 $1,470,085 48,578
2020-02-20 02:13 2020-02-18 MTH Meritage Homes CORP Sferruzza Hilla Officer OPT+S $70.09 23,799 $1,668,048 27,778
2020-02-20 02:52 2020-02-18 BZH BEAZER HOMES USA INC Salomon Robert L. Officer SELL $14.54 10,000 $145,353 255,461
2020-02-20 02:08 2020-02-18 MTH Meritage Homes CORP WHITE C TIMOTHY Officer OPT+S $68.17 13,583 $925,953 40,554
2020-02-19 19:12 2020-02-14 NVR NVR INC PREISER DAVID A Director OPT+S $4,005.29 2,600 $10,413,759 239
2020-02-20 02:15 2020-02-18 MTH Meritage Homes CORP HILTON STEVEN J Director, Officer OPT+S $68.17 28,864 $1,967,659 461,260
2020-02-19 02:42 2020-02-18 DHI HORTON D R INC /DE/ Allen Barbara K Director OPT+S $62.10 423 $26,268 5,650
2020-02-19 02:44 2020-02-18 DHI HORTON D R INC /DE/ Hewatt Michael W Director OPT+S $61.83 4,000 $247,324 423
2020-02-19 01:01 2020-02-14 NVR NVR INC ROSIER WILLIAM GRADY Director OPT+S $3,995.00 536 $2,141,320 2,544
2020-02-19 00:51 2020-02-14 KBH KB HOME Woram Brian J Officer SELL $39.62 15,000 $594,300 124,004
2020-02-19 02:36 2020-02-14 MTH Meritage Homes CORP HADDOCK GERALD W Director SELL $71.89 5,000 $359,450 24,500
2020-02-14 22:18 2020-02-14 PHM PULTEGROUP INC/MI/ ANDERSON BRIAN P Director SELL $46.53 5,000 $232,650 61,078
2020-02-14 03:11 2020-02-11 TMHC Taylor Morrison Home Corp Lane Peter R. Director SELL $26.59 31,848 $846,746 0
2020-02-14 00:49 2020-02-12 MTH Meritage Homes CORP Sferruzza Hilla Officer SELL $72.57 508 $36,866 24,879
2020-02-12 22:30 2020-02-11 NVR NVR INC Grier Eddie Arthur Director OPT+S $3,977.78 650 $2,585,557 175
2020-02-13 00:57 2020-02-11 KBH KB HOME HOLLINGER WILLIAM R Officer OPT+S $39.17 125,844 $4,929,309 158,332
2020-02-13 00:23 2020-02-11 MTH Meritage Homes CORP HILTON STEVEN J Director, Officer SELL $72.45 140,000 $10,143,238 422,319
2020-02-12 00:36 2020-02-10 NVR NVR INC Martinez Melquiades R. Director OPT+S $3,938.00 1,228 $4,835,864 191
2020-02-07 01:31 2020-01-31 NVR NVR INC Praylo Paul W Officer SELL $3,845.52 127 $488,381 429
2020-02-06 23:25 2020-02-04 NVR NVR INC SCHAR DWIGHT C Director OPT+S $3,822.75 3,699 $14,140,351 40,000
2020-02-05 01:29 2020-01-31 NVR NVR INC FESTA ALFRED E Director OPT+S $3,839.09 1,000 $3,839,090 821
2020-02-05 01:23 2020-01-31 NVR NVR INC SCHAR DWIGHT C Director OPT+S $3,831.90 4,215 $16,151,446 40,000
2020-02-05 01:15 2020-02-03 NVR NVR INC JOHNSON MANUEL H Director OPT+S $3,833.90 1,464 $5,612,830 400
2020-01-31 00:01 2020-01-29 DHI HORTON D R INC /DE/ Allen Barbara K Director SELL $60.50 4,000 $242,012 5,650
2020-01-30 01:31 2020-01-28 DHI HORTON D R INC /DE/ ANDERSON BRADLEY S Director OPT+S $61.28 7,500 $459,615 42,494
2020-01-30 00:55 2020-01-28 KBH KB HOME MEZGER JEFFREY T Director, Officer OPT+S $39.01 224,951 $8,775,339 873,275
2020-01-16 00:36 2020-01-13 HOV HOVNANIAN ENTERPRISES INC HOVNANIAN ARA K Director, Officer, 10% owner SELL $22.61 22,000 $497,420 45,789
2020-01-15 02:35 2020-01-14 BZH BEAZER HOMES USA INC Salomon Robert L. Officer SELL $15.05 10,000 $150,460 265,461
2020-01-08 01:13 2020-01-03 PHM PULTEGROUP INC/MI/ BLAIR BRYCE Director BUY $38.76 385 $14,909 124,624
2020-01-07 17:00 2020-01-03 TOL Toll Brothers, Inc. GARVEY CHRISTINE Director OPT+S $40.76 16,954 $691,109 0
2019-12-19 03:13 2019-12-17 BZH BEAZER HOMES USA INC Salomon Robert L. Officer SELL $14.99 10,000 $149,929 275,461
2019-12-18 00:55 2019-12-16 LGIH LGI Homes, Inc. Edone Ryan Director SELL $73.46 3,500 $257,115 24,625
2019-12-18 00:52 2019-12-17 LGIH LGI Homes, Inc. Smith Steven Randal Director SELL $73.46 5,750 $422,395 8,360
2019-12-05 00:04 2019-12-02 DHI HORTON D R INC /DE/ Murray Michael J Officer OPT+S $55.21 22,500 $1,242,151 128,749
2019-12-05 00:06 2019-12-02 DHI HORTON D R INC /DE/ Hewatt Michael W Director SELL $54.94 470 $25,822 0
2019-12-05 00:05 2019-12-02 DHI HORTON D R INC /DE/ WHEAT BILL W Officer OPT+S $55.04 38,000 $2,091,436 161,718
2019-11-30 00:03 2019-11-26 NVR NVR INC Martchek Jeffrey D Officer OPT+S $3,777.83 2,500 $9,444,575 3,923
2019-11-29 21:29 2019-11-26 DHI HORTON D R INC /DE/ Allen Barbara K Director OPT+S $55.36 470 $26,017 5,650
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.