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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-03-22 01:06 | 2025-03-19 | DFH | Dream Finders Homes, Inc. | Lovett William Radford II | Director, 10% owner | SELL | $24.21 | 109,427 | $2,649,589 | 4,390,959 |
| 2025-03-14 23:38 | 2025-03-12 | DFH | Dream Finders Homes, Inc. | Ramsay Lorena Anabel | Officer | SELL | $24.49 | 1,029 | $25,200 | 184,213 |
| 2025-03-14 23:30 | 2025-03-13 | MTH | Meritage Homes CORP | Keough Joseph | Director | BUY | $69.28 | 5,000 | $346,400 | 37,700 |
| 2025-03-14 23:43 | 2025-03-12 | DFH | Dream Finders Homes, Inc. | Lovett William Radford II | Director, 10% owner | SELL | $24.60 | 40,573 | $998,185 | 4,500,386 |
| 2025-03-13 00:16 | 2025-03-10 | DFH | Dream Finders Homes, Inc. | Zalupski Patrick O. | Director, Officer, 10% owner | SELL | $26.19 | 40,818 | $1,069,068 | 2,034,282 |
| 2025-03-13 02:49 | 2025-03-11 | TMHC | Taylor Morrison Home Corp | Terracciano Joseph | Officer | SELL | $60.75 | 1,537 | $93,373 | 0 |
| 2025-03-12 23:27 | 2025-03-11 | TOL | Toll Brothers, Inc. | SHAPIRO PAUL E | Director | SELL | $106.97 | 7,000 | $748,772 | 118,753 |
| 2025-03-12 01:41 | 2025-03-11 | LGIH | LGI Homes, Inc. | Lipar Eric Thomas | Director, Officer, 10% owner | SELL | $75.94 | 3,489 | $264,955 | 634,978 |
| 2025-03-12 01:41 | 2025-03-10 | LGIH | LGI Homes, Inc. | Snider Michael Larry | Officer | SELL | $75.94 | 1,105 | $83,914 | 27,102 |
| 2025-03-06 00:09 | 2025-03-03 | GRBK | Green Brick Partners, Inc. | Suit Neal J | Officer | SELL | $59.73 | 2,787 | $166,468 | 18,974 |
| 2025-03-06 00:34 | 2025-03-03 | HOV | HOVNANIAN ENTERPRISES INC | KANGAS EDWARD A | Director | SELL | $101.51 | 2,000 | $203,020 | 11,290 |
| 2025-03-05 00:30 | 2025-03-03 | MTH | Meritage Homes CORP | Szubinski Clinton | Officer | SELL | $71.82 | 13,059 | $937,950 | 47,784 |
| 2025-03-05 00:31 | 2025-03-03 | MTH | Meritage Homes CORP | Feliciano Javier | Officer | SELL | $72.07 | 4,862 | $350,409 | 36,278 |
| 2025-03-05 00:31 | 2025-03-03 | MTH | Meritage Homes CORP | Lord Phillippe | Director, Officer | SELL | $71.30 | 36,167 | $2,578,555 | 228,270 |
| 2025-03-05 00:30 | 2025-03-03 | MTH | Meritage Homes CORP | Sferruzza Hilla | Officer | SELL | $71.81 | 14,567 | $1,046,042 | 108,367 |
| 2025-02-28 00:37 | 2025-02-25 | HOV | HOVNANIAN ENTERPRISES INC | Sellers Robin Stone | Director | SELL | $107.94 | 977 | $105,457 | 19,525 |
| 2025-02-27 03:15 | 2025-02-25 | ECG | Everus Construction Group, Inc. | Marcy Maximillian J | Officer | BUY | $39.00 | 1,300 | $50,694 | 5,508 |
| 2025-02-27 03:15 | 2025-02-25 | ECG | Everus Construction Group, Inc. | Ryan Edward A | Director | BUY | $38.03 | 1,400 | $53,235 | 14,928 |
| 2025-02-27 00:54 | 2025-02-25 | TMHC | Taylor Morrison Home Corp | MERRITT DAVID C | Director | SELL | $63.98 | 2,402 | $153,686 | 0 |
| 2025-02-26 00:42 | 2025-02-24 | TOL | Toll Brothers, Inc. | GARVEY CHRISTINE | Director | SELL | $110.59 | 420 | $46,446 | 13,186 |
| 2025-02-25 00:41 | 2025-02-24 | MTH | Meritage Homes CORP | Sasser Alison | Officer | SELL | $73.63 | 152 | $11,192 | 6,330 |
| 2025-02-21 00:30 | 2025-02-19 | MTH | Meritage Homes CORP | Sasser Alison | Officer | SELL | $72.03 | 676 | $48,692 | 5,933 |
| 2025-02-21 00:10 | 2025-02-19 | MHO | M/I HOMES, INC. | Krohne Susan E | Officer | SELL | $114.82 | 374 | $42,941 | 6,996 |
| 2025-02-21 00:19 | 2025-02-19 | MHO | M/I HOMES, INC. | CREEK PHILLIP G | Director, Officer | SELL | $115.45 | 4,011 | $463,073 | 27,071 |
| 2025-02-21 00:16 | 2025-02-19 | MHO | M/I HOMES, INC. | SCHOTTENSTEIN ROBERT H | Director, Officer | SELL | $114.82 | 3,716 | $426,653 | 350,374 |
| 2025-02-20 04:00 | 2025-02-18 | ECG | Everus Construction Group, Inc. | DELLA ROCCA MICHAEL | Director | BUY | $47.57 | 1,050 | $49,943 | 2,027 |
| 2025-02-15 00:04 | 2025-02-13 | MHO | M/I HOMES, INC. | CREEK PHILLIP G | Director, Officer | SELL | $118.08 | 420 | $49,595 | 31,082 |
| 2025-02-15 00:02 | 2025-02-13 | MHO | M/I HOMES, INC. | CREEK PHILLIP G | Director, Officer | SELL | $117.36 | 9,643 | $1,131,688 | 31,502 |
| 2025-02-15 00:31 | 2025-02-13 | BZH | BEAZER HOMES USA INC | SHEPHERD DANNY R | Director | BUY | $24.29 | 4,125 | $100,195 | 91,919 |
| 2025-02-14 01:03 | 2025-02-12 | MTH | Meritage Homes CORP | Sasser Alison | Officer | SELL | $73.29 | 260 | $19,055 | 4,166 |
| 2025-02-14 01:02 | 2025-02-12 | MTH | Meritage Homes CORP | Szubinski Clinton | Officer | SELL | $73.29 | 595 | $43,608 | 30,547 |
| 2025-02-14 00:40 | 2025-02-13 | PHM | PULTEGROUP INC/MI/ | O'Meara Brien P. | Officer | SELL | $106.40 | 3,500 | $372,386 | 11,372 |
| 2025-02-14 00:36 | 2025-02-13 | PHM | PULTEGROUP INC/MI/ | Sheldon Todd N | Officer | SELL | $106.50 | 15,191 | $1,617,842 | 74,758 |
| 2025-02-13 19:46 | 2025-02-11 | NVR | NVR INC | ECKERT THOMAS D | Director | SELL | $7,529.89 | 500 | $3,764,945 | 550 |
| 2025-02-14 00:01 | 2025-02-12 | MHO | M/I HOMES, INC. | CREEK PHILLIP G | Director, Officer | SELL | $116.01 | 8,847 | $1,026,314 | 41,145 |
| 2025-02-14 00:02 | 2025-02-12 | MHO | M/I HOMES, INC. | SCHOTTENSTEIN ROBERT H | Director, Officer | SELL | $116.01 | 14,743 | $1,710,291 | 354,090 |
| 2025-02-12 22:42 | 2025-02-10 | NVR | NVR INC | ECKERT THOMAS D | Director | OPT+S | $7,515.60 | 143 | $1,074,731 | 1,050 |
| 2025-02-13 00:31 | 2025-02-10 | MTH | Meritage Homes CORP | HILTON STEVEN J | Director, Officer | BUY | $74.51 | 11,000 | $819,610 | 811,192 |
| 2025-02-13 00:31 | 2025-02-10 | MTH | Meritage Homes CORP | HILTON STEVEN J | Director, Officer | SELL | $74.51 | 11,000 | $819,610 | 800,192 |
| 2025-02-11 20:14 | 2025-02-10 | BZH | BEAZER HOMES USA INC | Johnson Lloyd Emerson | Director | BUY | $22.23 | 22,500 | $500,236 | 45,000 |
| 2025-02-12 01:15 | 2025-02-10 | PHM | PULTEGROUP INC/MI/ | ANDERSON BRIAN P | Director | SELL | $106.45 | 2,500 | $266,123 | 56,617 |
| 2025-02-11 02:45 | 2025-02-07 | BZH | BEAZER HOMES USA INC | Dunn Michael Anthony | Officer | BUY | $22.28 | 449 | $10,004 | 11,624 |
| 2025-02-11 02:45 | 2025-02-07 | BZH | BEAZER HOMES USA INC | Goldberg David I | Officer | BUY | $22.80 | 443 | $10,100 | 137,094 |
| 2025-02-11 04:13 | 2025-02-07 | BZH | BEAZER HOMES USA INC | Johnson Lloyd Emerson | Director | BUY | $22.68 | 22,500 | $510,379 | 22,500 |
| 2025-02-11 02:45 | 2025-02-10 | BZH | BEAZER HOMES USA INC | Provencio Norma Ann | Director | BUY | $21.93 | 5,000 | $109,650 | 10,600 |
| 2025-02-11 02:45 | 2025-02-07 | BZH | BEAZER HOMES USA INC | MERRILL ALLAN P | Director, Officer | BUY | $21.83 | 5,000 | $109,150 | 1,261,201 |
| 2025-01-31 01:05 | 2025-01-28 | KBH | KB HOME | Kaminski Jeff | Officer | OPT+S | $68.77 | 27,500 | $1,891,304 | 34,473 |
| 2024-12-31 00:21 | 2024-12-30 | TOL | Toll Brothers, Inc. | Connor Martin P. | Officer | SELL | $126.07 | 11,140 | $1,404,459 | 20,618 |
| 2024-12-31 00:04 | 2024-12-30 | TOL | Toll Brothers, Inc. | GARVEY CHRISTINE | Director | SELL | $125.78 | 204 | $25,659 | 7,728 |
| 2024-12-28 00:07 | 2024-12-24 | TOL | Toll Brothers, Inc. | GARVEY CHRISTINE | Director | SELL | $126.77 | 21 | $2,662 | 7,972 |
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.