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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2007-03-09 01:23 | 2007-03-06 | MTH | Meritage Homes CORP | HILTON STEVEN J | Director, Officer | BUY | $35.20 | 12,000 | $422,370 | 1,835,194 |
| 2007-03-02 22:39 | 2007-02-28 | MHO | M/I HOMES, INC. | CREEK PHILLIP G | Director, Officer | SELL | $31.59 | 1,409 | $44,510 | 10,809 |
| 2007-02-28 22:48 | 2007-02-26 | NVR | NVR INC | JOHNSON MANUEL H | Director | SELL | $674.03 | 3,000 | $2,022,078 | 13,400 |
| 2007-02-28 23:45 | 2007-02-27 | MHO | M/I HOMES, INC. | SCHOTTENSTEIN ROBERT H | Director, Officer | OPT+S | $32.33 | 2,181 | $70,514 | 15,505 |
| 2007-02-22 23:47 | 2007-02-20 | DHI | HORTON D R INC /DE/ | DWYER STACEY | Officer | OPT+S | $28.58 | 11,123 | $317,895 | 56,825 |
| 2007-02-16 19:16 | 2006-02-15 | NVR | NVR INC | SEREMET DENNIS M | Officer | OPT+S | $730.27 | 5,000 | $3,651,357 | 40,877 |
| 2007-02-14 22:46 | 2007-02-13 | PHM | PULTEGROUP INC/MI/ | ANDERSON D KENT | Director | OPT+S | $32.10 | 7,152 | $229,602 | 41,600 |
| 2007-02-10 00:07 | 2007-02-07 | NVR | NVR INC | PREISER DAVID A | Director | SELL | $740.60 | 500 | $370,300 | 1,550 |
| 2007-02-08 22:37 | 2005-08-02 | BZH | BEAZER HOMES USA INC | FURLOW MICHAEL H | Officer | SELL | $66.32 | 7,865 | $521,612 | 153,023 |
| 2007-02-05 23:18 | 2007-01-24 | HOV | HOVNANIAN ENTERPRISES INC | HOVNANIAN ARA K | Director, Officer, 10% owner | SELL | $32.47 | 9,775 | $317,378 | 29,325 |
| 2007-02-05 21:40 | 2007-02-01 | NVR | NVR INC | PREISER DAVID A | Director | SELL | $707.77 | 2,000 | $1,415,534 | 2,050 |
| 2007-01-31 22:43 | 2007-01-30 | NVR | NVR INC | SLYE GEORGE E | Director | SELL | $650.38 | 3,125 | $2,032,438 | 4,250 |
| 2007-01-31 22:59 | 2007-01-29 | NVR | NVR INC | BARTLETT SCOTT JR | Director | SELL | $645.17 | 3,800 | $2,451,638 | 500 |
| 2007-01-26 19:48 | 2007-01-25 | TOL | Toll Brothers, Inc. | TOLL BRUCE E | Director | SELL | $32.90 | 200,000 | $6,579,880 | 4,616,104 |
| 2007-01-24 19:36 | 2007-01-23 | HOV | HOVNANIAN ENTERPRISES INC | HAKE KEVIN C | Officer | SELL | $32.81 | 3,000 | $98,430 | 2,765 |
| 2007-01-08 17:23 | 2007-01-04 | TOL | Toll Brothers, Inc. | HILLAS ROGER S | Director | SELL | $31.02 | 48,000 | $1,488,926 | 201,333 |
| 2007-01-04 21:37 | 2007-01-03 | TOL | Toll Brothers, Inc. | HILLAS ROGER S | Director | OPT+S | $31.59 | 12,000 | $379,112 | 249,333 |
| 2006-12-27 18:18 | 2006-12-22 | HOV | HOVNANIAN ENTERPRISES INC | HOVNANIAN ARA K | Director, Officer, 10% owner | SELL | $33.36 | 1,500 | $50,043 | 30,737 |
| 2006-12-21 23:01 | 2006-12-19 | TOL | Toll Brothers, Inc. | TOLL BRUCE E | Director | SELL | $31.62 | 500,000 | $15,811,550 | 4,966,104 |
| 2006-12-18 22:56 | 2006-12-15 | PHM | PULTEGROUP INC/MI/ | NELSON GREGORY M | Officer | OPT+S | $33.24 | 10,000 | $332,384 | 83,200 |
| 2006-12-08 01:05 | 2006-12-05 | BZH | BEAZER HOMES USA INC | OCONNELL MAUREEN E | Director | OPT+S | $46.40 | 6,000 | $278,400 | 4,938 |
| 2006-12-04 18:05 | 2006-11-30 | NVR | NVR INC | SAVILLE PAUL C | Officer | OPT+S | $589.69 | 10,000 | $5,896,890 | 109,147 |
| 2006-11-17 21:39 | 2006-11-15 | NVR | NVR INC | INMAN WILLIAM J | Officer | SELL | $595.53 | 10,000 | $5,955,306 | 106,005 |
| 2006-11-17 00:52 | 2006-11-15 | TOL | Toll Brothers, Inc. | TOLL BRUCE E | Director | SELL | $28.81 | 500,000 | $14,404,950 | 6,003,943 |
| 2006-11-16 04:58 | 2006-11-13 | BZH | BEAZER HOMES USA INC | OLEARY JAMES | Officer | OPT+S | $42.86 | 33,549 | $1,437,910 | 111,727 |
| 2006-11-16 04:58 | 2006-11-14 | BZH | BEAZER HOMES USA INC | MCCARTHY IAN J | Officer | OPT+S | $43.07 | 179,535 | $7,732,572 | 794,603 |
| 2006-11-16 04:57 | 2006-11-14 | BZH | BEAZER HOMES USA INC | ALPERT LAURENT | Director | OPT+S | $43.19 | 16,000 | $691,040 | 12,000 |
| 2006-11-13 16:59 | 2006-11-09 | TOL | Toll Brothers, Inc. | BRAEMER RICHARD J | Director | OPT+S | $27.00 | 20,000 | $540,010 | 134,000 |
| 2006-11-09 19:48 | 2006-11-07 | MHO | M/I HOMES, INC. | SCHOTTENSTEIN ROBERT H | Director, Officer | SELL | $34.04 | 19,900 | $677,360 | 760,400 |
| 2006-11-09 19:46 | 2006-11-07 | MHO | M/I HOMES, INC. | SCHOTTENSTEIN ROBERT H | Director, Officer | SELL | $34.41 | 20,100 | $691,699 | 780,300 |
| 2006-11-02 00:52 | 2006-10-30 | MTH | Meritage Homes CORP | WHITE C TIMOTHY | Officer | OPT+S | $46.67 | 2,500 | $116,675 | 21,264 |
| 2006-10-06 20:16 | 2006-10-04 | HOV | HOVNANIAN ENTERPRISES INC | HOVNANIAN ARA K | Director, Officer, 10% owner | SELL | $30.00 | 1,750 | $52,500 | 30,487 |
| 2006-09-30 00:14 | 2006-09-29 | HOV | HOVNANIAN ENTERPRISES INC | REINHART PETER S | Officer | OPT+S | $30.30 | 2,500 | $75,750 | 23,938 |
| 2006-09-28 18:33 | 2006-09-26 | TOL | Toll Brothers, Inc. | TOLL BRUCE E | Director | OPT+S | $28.99 | 355,000 | $10,291,060 | 2,300 |
| 2006-08-15 23:34 | 2006-08-11 | DHI | HORTON D R INC /DE/ | DWYER STACEY | Officer | BUY | $20.28 | 100 | $2,028 | 43,203 |
| 2006-08-08 20:21 | 2006-08-04 | NVR | NVR INC | BARTLETT SCOTT JR | Director | SELL | $536.00 | 100 | $53,600 | 855 |
| 2006-08-02 23:52 | 2006-07-31 | NVR | NVR INC | BARTLETT SCOTT JR | Director | SELL | $480.00 | 100 | $48,000 | 200 |
| 2006-07-31 21:04 | 2006-07-27 | NVR | NVR INC | BARTLETT SCOTT JR | Director | SELL | $465.65 | 200 | $93,130 | 300 |
| 2006-05-30 17:21 | 2006-05-25 | MTH | Meritage Homes CORP | MORGAN RICHARD T | SELL | $55.54 | 21,600 | $1,199,699 | 304 | |
| 2006-05-24 20:47 | 2006-05-23 | MTH | Meritage Homes CORP | HADDOCK GERALD W | Director | BUY | $55.25 | 2,000 | $110,500 | 4,000 |
| 2006-05-25 00:34 | 2006-05-22 | MTH | Meritage Homes CORP | MORGAN RICHARD T | OPT+S | $53.62 | 24,000 | $1,286,770 | 304 | |
| 2006-05-19 19:03 | 2006-04-10 | HOV | HOVNANIAN ENTERPRISES INC | DECESARIS GEATON A JR | Director | SELL | $43.94 | 1,877 | $82,475 | 160,224 |
| 2006-05-11 19:35 | 2006-05-10 | NVR | NVR INC | SCHAR DWIGHT C | Director, Officer | SELL | $740.39 | 16,833 | $12,462,955 | 413,059 |
| 2006-05-09 17:30 | 2006-05-08 | NVR | NVR INC | INMAN WILLIAM J | Officer | OPT+S | $735.43 | 6,667 | $4,903,109 | 116,602 |
| 2006-05-10 00:24 | 2006-05-04 | MTH | Meritage Homes CORP | BIGGS VICKI L | Officer | OPT+S | $65.00 | 16,566 | $1,076,790 | 4,752 |
| 2006-05-08 18:58 | 2006-05-05 | NVR | NVR INC | SEREMET DENNIS M | Officer | OPT+S | $740.94 | 3,000 | $2,222,812 | 40,877 |
| 2006-05-04 01:07 | 2006-05-01 | MHO | M/I HOMES, INC. | SCHOTTENSTEIN ROBERT H | Director, Officer | SELL | $41.74 | 30,000 | $1,252,221 | 800,400 |
| 2006-05-03 23:01 | 2006-05-01 | DHI | HORTON D R INC /DE/ | DWYER STACEY | Officer | OPT+S | $29.63 | 5,792 | $171,617 | 42,503 |
| 2006-05-03 00:40 | 2006-04-28 | MTH | Meritage Homes CORP | MORGAN RICHARD T | Officer | SELL | $65.72 | 19,802 | $1,301,463 | 304 |
| 2006-05-01 18:22 | 2006-04-27 | NVR | NVR INC | SCHAR DWIGHT C | Director, Officer | SELL | $765.91 | 14,300 | $10,952,456 | 429,892 |
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.