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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2004-08-31 23:15 | 2004-08-30 | DHI | HORTON D R INC /DE/ | WHEAT BILL W | Director, Officer | BUY | $30.50 | 750 | $22,875 | 3,348 |
| 2004-08-31 00:31 | 2004-08-26 | BZH | BEAZER HOMES USA INC | MCCARTHY IAN J | Director, Officer | OPT+S | $98.15 | 141,127 | $13,851,968 | 201,816 |
| 2004-08-25 17:20 | 2004-08-23 | PHM | PULTEGROUP INC/MI/ | NELSON GREGORY M | Officer | OPT+S | $61.62 | 5,000 | $308,100 | 23,600 |
| 2004-08-25 17:48 | 2004-08-23 | PHM | PULTEGROUP INC/MI/ | FREES VINCENT J | Officer | OPT+S | $61.49 | 5,000 | $307,450 | 22,040 |
| 2004-08-24 23:12 | 2004-08-24 | NVR | NVR INC | BARTLETT SCOTT JR | Director | SELL | $503.55 | 500 | $251,775 | 1,450 |
| 2004-08-20 00:51 | 2004-05-26 | BZH | BEAZER HOMES USA INC | BASSWOOD CAPITAL MANAGEMENT LLC | 10% owner | SELL | $100.13 | 131,730 | $13,190,270 | 1,148,613 |
| 2004-08-20 00:51 | 2004-05-13 | BZH | BEAZER HOMES USA INC | BASSWOOD CAPITAL MANAGEMENT LLC | 10% owner | BUY | $98.40 | 181,435 | $17,852,551 | 1,163,113 |
| 2004-08-18 20:34 | 2004-08-16 | PHM | PULTEGROUP INC/MI/ | STOLLER JOHN R | Officer | OPT+S | $59.48 | 15,000 | $892,200 | 31,872 |
| 2004-08-18 18:15 | 2004-08-17 | NVR | NVR INC | SEREMET DENNIS M | Officer | OPT+S | $503.84 | 1,000 | $503,841 | 40,877 |
| 2004-08-18 00:06 | 2004-08-16 | PHM | PULTEGROUP INC/MI/ | NELSON GREGORY M | Officer | OPT+S | $58.03 | 8,000 | $464,250 | 23,600 |
| 2004-08-17 23:58 | 2004-08-16 | PHM | PULTEGROUP INC/MI/ | ROBINSON BRUCE E | Officer | OPT+S | $58.40 | 3,500 | $204,400 | 0 |
| 2004-08-17 23:54 | 2004-08-16 | PHM | PULTEGROUP INC/MI/ | KELLY ENNIS DEBRA J | Director | SELL | $58.63 | 2,700 | $158,304 | 7,909 |
| 2004-08-12 22:11 | 2004-08-10 | NVR | NVR INC | TOUPS JOHN M | Director | SELL | $478.64 | 4,500 | $2,153,888 | 8,082 |
| 2004-08-11 20:41 | 2004-08-10 | MHO | M/I HOMES, INC. | CREEK PHILLIP G | Director, Officer | OPT+S | $38.02 | 6,000 | $228,090 | 2,000 |
| 2004-08-09 21:34 | 2004-08-06 | KBH | KB HOME | LORA MELISSA | Director | BUY | $65.00 | 1,000 | $65,000 | 1,000 |
| 2004-08-09 21:52 | 2004-08-06 | PHM | PULTEGROUP INC/MI/ | NELSON GREGORY M | Officer | OPT+S | $57.55 | 2,000 | $115,100 | 23,600 |
| 2004-08-09 20:21 | 2004-08-05 | PHM | PULTEGROUP INC/MI/ | KELLY ENNIS DEBRA J | Director | SELL | $57.13 | 1,000 | $57,126 | 10,609 |
| 2004-07-08 20:04 | 2004-07-06 | HOVVB | HOVNANIAN ENTERPRISES INC | REINHART PETER S | Officer | SELL | $33.35 | 12,500 | $416,841 | 50,564 |
| 2004-06-25 22:10 | 2004-06-23 | PHM | PULTEGROUP INC/MI/ | SHEA JOHN J | Director | OPT+S | $52.15 | 4,000 | $208,600 | 15,400 |
| 2004-06-23 22:09 | 2004-06-23 | KBH | KB HOME | HIRST RICHARD B | Officer | BUY | $68.16 | 3,600 | $245,376 | 6,600 |
| 2004-06-07 17:43 | 2004-06-03 | TOL | Toll Brothers, Inc. | TOLL BRUCE E | Director, 10% owner | SELL | $40.16 | 65,000 | $2,610,134 | 871,060 |
| 2004-05-28 15:30 | 2004-05-27 | NVR | NVR INC | PREISER DAVID A | Director | SELL | $466.40 | 1,000 | $466,400 | 0 |
| 2004-05-27 20:11 | 2004-05-26 | NVR | NVR INC | PREISER DAVID A | Director | SELL | $452.71 | 825 | $373,486 | 1,000 |
| 2004-05-18 20:57 | 2004-05-17 | NVR | NVR INC | TOUPS JOHN M | Director | SELL | $431.03 | 3,000 | $1,293,100 | 12,582 |
| 2004-05-07 18:32 | 2004-05-05 | MTH | Meritage Homes CORP | SEAY LARRY WAYNE | Officer | OPT+S | $69.39 | 8,000 | $555,091 | 14,108 |
| 2004-05-04 00:46 | 2004-04-30 | HOVVB | HOVNANIAN ENTERPRISES INC | REINHART PETER S | Officer | SELL | $36.05 | 5,000 | $180,250 | 63,064 |
| 2004-04-29 00:18 | 2004-04-27 | MTH | Meritage Homes CORP | SARVER ROBERT GARY | Director | SELL | $70.43 | 75,000 | $5,282,100 | 400,000 |
| 2004-04-28 23:18 | 2004-04-26 | MTH | Meritage Homes CORP | HILTON STEVEN J | Director, Officer | SELL | $70.26 | 49,000 | $3,442,823 | 1,051,616 |
| 2004-04-16 02:34 | 2004-04-15 | KBH | KB HOME | MASUDA KELLY | Officer | BUY | $71.92 | 1,000 | $71,920 | 1,536 |
| 2004-04-16 00:05 | 2004-04-13 | HOVVB | HOVNANIAN ENTERPRISES INC | REINHART PETER S | Officer | OPT+S | $38.90 | 7,500 | $291,753 | 68,064 |
| 2004-04-16 02:21 | 2004-04-15 | KBH | KB HOME | SCHETTER CHARLES O | Officer | BUY | $72.00 | 1,000 | $72,000 | 8,400 |
| 2004-04-05 19:24 | 2004-04-02 | HOVVB | HOVNANIAN ENTERPRISES INC | ROBBINS JOHN J | Director | BUY | $40.00 | 600 | $24,000 | 8,967 |
| 2004-04-06 01:45 | 2004-04-02 | KBH | KB HOME | LANNI J TERRENCE | Director | BUY | $77.19 | 10,000 | $771,910 | 10,000 |
| 2004-03-23 02:07 | 2004-03-18 | KBH | KB HOME | KARATZ BRUCE | Director, Officer | OPT+S | $77.80 | 646,429 | $50,294,115 | 759,433 |
| 2004-03-20 04:03 | 2004-03-18 | KBH | KB HOME | DAVIS STEVEN M | OPT+S | $78.38 | 16,179 | $1,268,094 | 25,389 | |
| 2004-03-17 01:08 | 2004-03-15 | HOVVB | HOVNANIAN ENTERPRISES INC | HOVNANIAN ARA K | Director, Officer, 10% owner | SELL | $90.00 | 2,700 | $243,000 | 658,383 |
| 2004-03-10 18:55 | 2004-03-08 | TOL | Toll Brothers, Inc. | TOLL BRUCE E | Director, 10% owner | SELL | $46.79 | 160,000 | $7,486,928 | 936,060 |
| 2004-03-10 22:07 | 2004-03-09 | TOL | Toll Brothers, Inc. | MARBACH CARL B | Director | OPT+S | $46.16 | 30,000 | $1,384,941 | 38,471 |
| 2004-03-09 19:21 | 2004-03-08 | PHM | PULTEGROUP INC/MI/ | FREES VINCENT J | Officer | OPT+S | $57.75 | 5,920 | $341,880 | 22,040 |
| 2004-03-09 19:16 | 2004-03-08 | PHM | PULTEGROUP INC/MI/ | SCHWARTZ ALAN E | Director | OPT+S | $56.62 | 16,000 | $905,891 | 40,200 |
| 2004-03-09 18:57 | 2004-03-05 | TOL | Toll Brothers, Inc. | SICREE JOSEPH R | Officer | OPT+S | $47.86 | 7,644 | $365,844 | 8,450 |
| 2004-03-09 17:27 | 2004-03-05 | HOVVB | HOVNANIAN ENTERPRISES INC | HAKE KEVIN C | Officer | SELL | $89.12 | 1,000 | $89,120 | 2,588 |
| 2004-03-08 19:06 | 2004-03-04 | TOL | Toll Brothers, Inc. | BARZILAY ZVI | Director, Officer | OPT+S | $46.66 | 20,000 | $933,114 | 22,584 |
| 2004-03-08 19:35 | 2004-03-05 | BZH | BEAZER HOMES USA INC | SOLARI LARRY T | Director | OPT+S | $110.86 | 1,000 | $110,860 | 2,000 |
| 2004-03-05 01:07 | 2004-03-04 | PHM | PULTEGROUP INC/MI/ | NELSON GREGORY M | Officer | OPT+S | $55.00 | 5,000 | $275,000 | 23,600 |
| 2004-03-04 21:06 | 2004-03-02 | MTH | Meritage Homes CORP | MORGAN RICHARD T | Officer | SELL | $77.26 | 3,000 | $231,774 | 5,152 |
| 2004-03-03 20:32 | 2004-03-03 | MHO | M/I HOMES, INC. | IGOE THOMAS D | Director | OPT+S | $44.95 | 1,000 | $44,950 | 3,888 |
| 2004-03-02 22:53 | 2004-03-01 | PHM | PULTEGROUP INC/MI/ | STOLLER JOHN R | Officer | OPT+S | $55.14 | 47,000 | $2,591,364 | 31,872 |
| 2004-03-02 21:19 | 2004-02-27 | TOL | Toll Brothers, Inc. | BARZILAY ZVI | Director, Officer | OPT+S | $43.74 | 30,000 | $1,312,347 | 22,584 |
| 2004-03-02 23:18 | 2004-02-27 | MTH | Meritage Homes CORP | LANDON JOHN R | Director, Officer | SELL | $74.18 | 16,700 | $1,238,784 | 76,834 |
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.