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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-28 23:08 | 2025-08-27 | TOL | Toll Brothers, Inc. | Connor Martin P. | Officer | SELL | $137.51 | 5,350 | $735,665 | 15,268 |
| 2025-08-26 21:05 | 2025-08-22 | NVR | NVR INC | Jung Alexandra A | Director | SELL | $8,231.74 | 50 | $411,587 | 75 |
| 2025-08-26 23:15 | 2025-08-22 | TMHC | Taylor Morrison Home Corp | Palmer Sheryl | Director, Officer | SELL | $70.20 | 25,000 | $1,755,000 | 383,988 |
| 2025-08-26 23:14 | 2025-08-22 | TMHC | Taylor Morrison Home Corp | VANHYFTE CURTIS | Officer | OPT+S | $69.97 | 5,082 | $355,588 | 11,742 |
| 2025-08-25 23:09 | 2025-08-22 | TOL | Toll Brothers, Inc. | Grubb Michael J. | Officer | SELL | $140.63 | 500 | $70,315 | 1,939 |
| 2025-08-22 23:12 | 2025-08-20 | MHO | M/I HOMES, INC. | Krohne Susan E | Officer | SELL | $143.12 | 829 | $118,646 | 6,167 |
| 2025-08-22 23:30 | 2025-08-21 | TOL | Toll Brothers, Inc. | Parahus Robert | Officer | SELL | $130.84 | 9,831 | $1,286,250 | 19,692 |
| 2025-08-22 23:45 | 2025-08-22 | MTH | Meritage Homes CORP | Lord Phillippe | Director, Officer | SELL | $80.01 | 6,950 | $556,070 | 221,320 |
| 2025-08-22 23:15 | 2025-08-20 | TMHC | Taylor Morrison Home Corp | VANHYFTE CURTIS | Officer | OPT+S | $68.67 | 3,501 | $240,414 | 11,742 |
| 2025-08-22 23:18 | 2025-08-20 | MHO | M/I HOMES, INC. | SCHOTTENSTEIN ROBERT H | Director, Officer | OPT+S | $139.22 | 44,000 | $6,125,781 | 350,374 |
| 2025-08-21 13:02 | 2025-08-18 | GRBK | Green Brick Partners, Inc. | Press Richard S | Director | SELL | $69.98 | 6,000 | $419,880 | 83,008 |
| 2025-08-15 23:06 | 2025-08-14 | PHM | PULTEGROUP INC/MI/ | O'Meara Brien P. | Officer | SELL | $127.97 | 814 | $104,170 | 10,558 |
| 2025-08-15 23:12 | 2025-08-14 | PHM | PULTEGROUP INC/MI/ | OShaughnessy Robert | Officer | SELL | $128.03 | 21,927 | $2,807,248 | 64,264 |
| 2025-08-14 23:52 | 2025-08-12 | DFH | Dream Finders Homes, Inc. | Zalupski Patrick O. | Director, Officer, 10% owner | SELL | $26.76 | 20,832 | $557,460 | 1,957,843 |
| 2025-08-14 23:10 | 2025-08-13 | DHI | HORTON D R INC /DE/ | Odom Aron M. | Officer | SELL | $166.20 | 1,233 | $204,925 | 7,833 |
| 2025-08-14 16:43 | 2025-08-13 | NVR | NVR INC | Kelpy Matthew B. | Officer | OPT+S | $8,100.00 | 600 | $4,860,000 | 208 |
| 2025-08-15 00:01 | 2025-08-12 | GRBK | Green Brick Partners, Inc. | Dolson Jed | Officer | SELL | $67.62 | 35,000 | $2,366,599 | 258,605 |
| 2025-08-13 01:10 | 2025-08-12 | MTH | Meritage Homes CORP | Clinton Malissia | Officer | SELL | $71.59 | 6,518 | $466,620 | 8,749 |
| 2025-08-08 23:15 | 2025-08-06 | TMHC | Taylor Morrison Home Corp | VANHYFTE CURTIS | Officer | OPT+S | $65.22 | 9,754 | $636,156 | 14,163 |
| 2025-08-05 17:47 | 2025-08-04 | NVR | NVR INC | Ross Susan Williamson | Director | OPT+S | $7,850.28 | 125 | $981,285 | 386 |
| 2025-07-30 03:38 | 2024-12-31 | MTH | Meritage Homes CORP | ARRIOLA DENNIS V | Director | BUY | $70.07 | 2,220 | $155,544 | 9,512 |
| 2025-07-29 00:51 | 2025-07-24 | DFH | Dream Finders Homes, Inc. | Lovett William Radford II | 10% owner | SELL | $27.53 | 50,076 | $1,378,377 | 4,140,883 |
| 2025-07-26 00:15 | 2025-07-23 | DFH | Dream Finders Homes, Inc. | Zalupski Patrick O. | Director, Officer, 10% owner | SELL | $27.83 | 20,832 | $579,677 | 1,978,675 |
| 2025-07-23 01:02 | 2025-07-18 | DFH | Dream Finders Homes, Inc. | Lovett William Radford II | 10% owner | SELL | $27.92 | 51,504 | $1,438,234 | 4,190,959 |
| 2025-07-19 00:10 | 2025-07-16 | DFH | Dream Finders Homes, Inc. | Lovett William Radford II | 10% owner | SELL | $26.96 | 48,496 | $1,307,248 | 4,242,463 |
| 2025-07-17 23:57 | 2025-07-15 | KBH | KB HOME | McGibney Robert V. | Officer | OPT+S | $53.52 | 14,000 | $749,280 | 78,345 |
| 2025-07-17 23:23 | 2025-07-16 | TOL | Toll Brothers, Inc. | East Stephen F. | Director | SELL | $115.33 | 2,500 | $288,325 | 12,787 |
| 2025-07-15 23:11 | 2025-07-14 | TOL | Toll Brothers, Inc. | Grubb Michael J. | Officer | SELL | $120.00 | 500 | $60,000 | 2,439 |
| 2025-07-15 23:09 | 2025-07-14 | TOL | Toll Brothers, Inc. | GARVEY CHRISTINE | Director | SELL | $119.82 | 770 | $92,258 | 11,590 |
| 2025-07-11 00:14 | 2025-07-08 | DFH | Dream Finders Homes, Inc. | Zalupski Patrick O. | Director, Officer, 10% owner | SELL | $26.82 | 20,848 | $559,145 | 1,999,507 |
| 2025-07-09 23:38 | 2025-07-07 | HOV | HOVNANIAN ENTERPRISES INC | Sellers Robin Stone | Director | SELL | $111.62 | 1,500 | $167,434 | 17,630 |
| 2025-07-08 00:05 | 2025-07-02 | DFH | Dream Finders Homes, Inc. | Lovett William Radford II | 10% owner | SELL | $26.48 | 100,000 | $2,648,000 | 4,290,959 |
| 2025-07-01 23:36 | 2025-06-30 | HOV | HOVNANIAN ENTERPRISES INC | KANGAS EDWARD A | Director | SELL | $107.12 | 5,500 | $589,166 | 5,338 |
| 2025-06-24 23:19 | 2025-06-24 | DHI | HORTON D R INC /DE/ | BUCHANAN MICHAEL R | Director | SELL | $127.70 | 2,150 | $274,552 | 2,193 |
| 2025-06-16 14:14 | 2025-06-11 | SDHC | Smith Douglas Homes Corp. | Perdue George Ervin III | Director | BUY | $19.32 | 5,400 | $104,325 | 40,384 |
| 2025-06-13 00:53 | 2025-06-12 | MTH | Meritage Homes CORP | Keough Joseph | Director | BUY | $66.16 | 4,000 | $264,640 | 41,700 |
| 2025-06-11 23:12 | 2025-06-10 | SDHC | Smith Douglas Homes Corp. | Perdue George Ervin III | Director | BUY | $20.17 | 1,684 | $33,963 | 34,984 |
| 2025-06-05 04:36 | 2025-06-02 | SDHC | Smith Douglas Homes Corp. | Perdue George Ervin III | Director | BUY | $18.79 | 19,252 | $361,797 | 26,757 |
| 2025-05-28 20:30 | 2025-05-23 | SDHC | Smith Douglas Homes Corp. | Faucett Neill B | Director | BUY | $17.36 | 7,000 | $121,503 | 14,505 |
| 2025-05-28 04:37 | 2025-05-22 | UHG | United Homes Group, Inc. | Lincks Maigan Nieri | 10% owner | BUY | $1.98 | 114,481 | $226,684 | 197,801 |
| 2025-05-28 04:27 | 2025-05-22 | UHG | United Homes Group, Inc. | Nieri Patrick Michael | 10% owner | BUY | $1.98 | 114,481 | $226,684 | 197,801 |
| 2025-05-28 04:14 | 2025-05-22 | UHG | United Homes Group, Inc. | Nieri Pennington W. | Officer, 10% owner | BUY | $1.98 | 114,500 | $226,721 | 197,860 |
| 2025-05-28 03:59 | 2025-05-22 | UHG | United Homes Group, Inc. | Nieri Michael P. | Director, Officer, 10% owner | BUY | $1.95 | 250,000 | $487,500 | 1,271,328 |
| 2025-05-23 00:00 | 2025-05-21 | SDHC | Smith Douglas Homes Corp. | Devendorf Russell | Officer | BUY | $16.80 | 3,000 | $50,389 | 299,952 |
| 2025-05-20 23:36 | 2025-05-16 | SDHC | Smith Douglas Homes Corp. | Bradbury Thomas L | Director, 10% owner | BUY | $19.32 | 36,300 | $701,447 | 36,300 |
| 2025-05-20 23:36 | 2025-05-16 | SDHC | Smith Douglas Homes Corp. | Jackson Jeffrey T | Director | BUY | $18.49 | 6,000 | $110,933 | 25,682 |
| 2025-05-16 23:44 | 2025-05-16 | KBH | KB HOME | Collins Arthur Reginald | Director | SELL | $54.38 | 5,000 | $271,900 | 10,262 |
| 2025-05-14 02:00 | 2025-04-28 | CCS | Century Communities, Inc. | Ramirez Elisa Z | Director | BUY | $54.40 | 2,900 | $157,766 | 400 |
| 2025-05-12 23:52 | 2025-05-09 | BZH | BEAZER HOMES USA INC | KELLEY JOHN J III | Director | BUY | $21.50 | 10,000 | $215,000 | 15,917 |
| 2025-04-29 23:09 | 2025-04-28 | TPH | Tri Pointe Homes, Inc. | BAUER DOUGLAS F. | Director, Officer | SELL | $30.15 | 120,287 | $3,626,653 | 627,833 |
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.