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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2024-08-27 01:06 | 2024-08-23 | HOV | HOVNANIAN ENTERPRISES INC | MARENGI JOSEPH A | Director | SELL | $232.95 | 4,962 | $1,155,898 | 30,709 |
| 2024-08-22 23:03 | 2024-08-20 | GRBK | Green Brick Partners, Inc. | Olsen Kathleen | Director | SELL | $73.64 | 7,500 | $552,281 | 65,724 |
| 2024-08-21 23:26 | 2024-08-20 | PHM | PULTEGROUP INC/MI/ | Snyder Lila | Director | SELL | $124.37 | 1,528 | $190,034 | 5,540 |
| 2024-08-20 23:08 | 2024-08-19 | GRBK | Green Brick Partners, Inc. | COSTELLO RICHARD ARTHUR | Officer | SELL | $72.75 | 15,000 | $1,091,250 | 37,116 |
| 2024-08-17 00:06 | 2024-08-14 | DFH | Dream Finders Homes, Inc. | Zalupski Patrick O. | Director, Officer, 10% owner | SELL | $28.78 | 31,428 | $904,375 | 1,111,283 |
| 2024-08-17 02:43 | 2024-08-16 | CCS | Century Communities, Inc. | Francescon Robert J | Director, Officer | SELL | $92.64 | 50,000 | $4,632,000 | 477,931 |
| 2024-08-17 02:36 | 2024-08-16 | CCS | Century Communities, Inc. | Francescon Dale | Director, Officer | SELL | $92.22 | 50,000 | $4,611,000 | 427,936 |
| 2024-08-12 17:02 | 2024-08-09 | NVR | NVR INC | Kelpy Matthew B. | Officer | OPT+S | $8,500.00 | 200 | $1,700,000 | 230 |
| 2024-08-09 21:07 | 2024-08-08 | NVR | NVR INC | Martinez Melquiades R. | Director | OPT+S | $8,372.77 | 125 | $1,046,596 | 191 |
| 2024-08-09 00:33 | 2024-08-07 | DFH | Dream Finders Homes, Inc. | Lovett William Radford II | Director, 10% owner | SELL | $28.05 | 798 | $22,384 | 4,930,590 |
| 2024-08-05 23:30 | 2024-08-01 | PHM | PULTEGROUP INC/MI/ | OShaughnessy Robert | Officer | SELL | $129.29 | 28,993 | $3,748,630 | 160,330 |
| 2024-08-05 23:03 | 2024-08-02 | MHO | M/I HOMES, INC. | SCHOTTENSTEIN ROBERT H | Director, Officer | OPT+S | $154.00 | 17,911 | $2,758,294 | 122,951 |
| 2024-08-02 23:07 | 2024-08-01 | MHO | M/I HOMES, INC. | HUNKER ANN MARIE | Officer | OPT+S | $168.03 | 2,500 | $420,075 | 1,303 |
| 2024-08-02 23:10 | 2024-08-01 | MHO | M/I HOMES, INC. | CREEK PHILLIP G | Director, Officer | OPT+S | $166.24 | 2,767 | $459,978 | 18,545 |
| 2024-08-02 23:12 | 2024-08-01 | MHO | M/I HOMES, INC. | SCHOTTENSTEIN ROBERT H | Director, Officer | OPT+S | $166.12 | 2,089 | $347,018 | 122,951 |
| 2024-07-31 23:43 | 2024-07-31 | MTH | Meritage Homes CORP | Sferruzza Hilla | Officer | SELL | $205.00 | 2,500 | $512,500 | 44,570 |
| 2024-07-30 21:17 | 2024-07-29 | NVR | NVR INC | FESTA ALFRED E | Director | SELL | $8,585.95 | 148 | $1,270,721 | 173 |
| 2024-07-31 00:06 | 2024-07-30 | MTH | Meritage Homes CORP | CALDERA LOUIS E | Director | SELL | $200.50 | 1,000 | $200,500 | 3,600 |
| 2024-07-29 21:56 | 2024-07-26 | NVR | NVR INC | Ross Susan Williamson | Director | OPT+S | $8,505.91 | 125 | $1,063,239 | 391 |
| 2024-07-29 23:37 | 2024-07-26 | MTH | Meritage Homes CORP | Feliciano Javier | Officer | SELL | $198.36 | 3,000 | $595,080 | 14,307 |
| 2024-07-29 23:36 | 2024-07-26 | MTH | Meritage Homes CORP | Lord Phillippe | Director, Officer | SELL | $200.35 | 10,000 | $2,003,524 | 90,266 |
| 2024-07-30 01:53 | 2024-07-26 | TMHC | Taylor Morrison Home Corp | LYON WILLIAM H | Director | SELL | $68.24 | 30,000 | $2,047,116 | 2,195,316 |
| 2024-07-30 01:18 | 2024-07-29 | TPH | Tri Pointe Homes, Inc. | KEELER GLENN J. | Officer | SELL | $46.16 | 24,200 | $1,117,072 | 149,108 |
| 2024-07-29 22:13 | 2024-07-25 | NVR | NVR INC | Kelpy Matthew B. | Officer | OPT+S | $8,538.89 | 675 | $5,763,750 | 230 |
| 2024-07-29 23:34 | 2024-07-26 | MTH | Meritage Homes CORP | AX PETER L | Director | SELL | $199.19 | 3,000 | $597,570 | 14,779 |
| 2024-07-27 00:03 | 2024-07-23 | DFH | Dream Finders Homes, Inc. | Zalupski Patrick O. | Director, Officer, 10% owner | SELL | $31.10 | 63,267 | $1,967,490 | 1,142,711 |
| 2024-07-22 23:02 | 2024-07-18 | TMHC | Taylor Morrison Home Corp | LYON WILLIAM H | Director | SELL | $66.31 | 30,000 | $1,989,300 | 2,225,316 |
| 2024-07-23 00:18 | 2024-07-18 | DFH | Dream Finders Homes, Inc. | Lovett William Radford II | Director, 10% owner | SELL | $31.11 | 34,495 | $1,072,981 | 4,931,388 |
| 2024-07-18 01:43 | 2024-07-16 | TMHC | Taylor Morrison Home Corp | LYON WILLIAM H | Director | SELL | $64.33 | 30,000 | $1,929,900 | 2,255,316 |
| 2024-07-17 23:10 | 2024-07-16 | BZH | BEAZER HOMES USA INC | Belknap Keith L Jr | Officer | SELL | $33.06 | 80,738 | $2,669,360 | 70,081 |
| 2024-07-16 23:07 | 2024-07-12 | BZH | BEAZER HOMES USA INC | Belknap Keith L Jr | Officer | SELL | $30.95 | 26,762 | $828,249 | 150,819 |
| 2024-07-16 01:51 | 2024-07-11 | HOV | HOVNANIAN ENTERPRISES INC | HOVNANIAN ARA K | Director, Officer, 10% owner | SELL | $153.30 | 14,000 | $2,146,204 | 34,075 |
| 2024-07-15 23:04 | 2024-07-11 | GRBK | Green Brick Partners, Inc. | EINHORN DAVID | Director, 10% owner | SELL | $57.80 | 1,000,000 | $57,802,500 | 1,302,690 |
| 2024-07-11 01:08 | 2024-07-08 | DFH | Dream Finders Homes, Inc. | Zalupski Patrick O. | Director, Officer, 10% owner | SELL | $25.14 | 10,081 | $253,419 | 1,205,978 |
| 2024-07-02 00:32 | 2024-06-28 | CCS | Century Communities, Inc. | GUERICKE KEITH R | Director | SELL | $81.00 | 6,091 | $493,371 | 37,401 |
| 2024-06-29 02:02 | 2024-06-26 | HOV | HOVNANIAN ENTERPRISES INC | HOVNANIAN ARA K | Director, Officer, 10% owner | SELL | $140.93 | 28,092 | $3,959,143 | 32,890 |
| 2024-06-28 00:03 | 2024-06-25 | DFH | Dream Finders Homes, Inc. | Zalupski Patrick O. | Director, Officer, 10% owner | SELL | $25.24 | 7,707 | $194,527 | 1,216,059 |
| 2024-06-26 23:17 | 2024-06-24 | HOV | HOVNANIAN ENTERPRISES INC | HOVNANIAN ARA K | Director, Officer, 10% owner | SELL | $146.66 | 4,548 | $667,006 | 60,982 |
| 2024-06-21 01:02 | 2024-06-17 | HOV | HOVNANIAN ENTERPRISES INC | HOVNANIAN ARA K | Director, Officer, 10% owner | SELL | $154.27 | 7,360 | $1,135,401 | 65,530 |
| 2024-06-14 23:37 | 2024-06-12 | DFH | Dream Finders Homes, Inc. | Zalupski Patrick O. | Director, Officer, 10% owner | SELL | $27.60 | 20,596 | $568,433 | 1,223,766 |
| 2024-06-15 00:33 | 2024-06-13 | HOV | HOVNANIAN ENTERPRISES INC | Sellers Robin Stone | Director | SELL | $154.20 | 1,459 | $224,978 | 22,716 |
| 2024-06-13 23:17 | 2024-06-12 | TOL | Toll Brothers, Inc. | Connor Martin P. | Officer | SELL | $121.84 | 3,806 | $463,730 | 24,721 |
| 2024-06-13 23:15 | 2024-06-12 | BZH | BEAZER HOMES USA INC | Belknap Keith L Jr | Officer | SELL | $30.19 | 3,238 | $97,755 | 177,581 |
| 2024-06-12 04:19 | 2024-06-07 | UHG | United Homes Group, Inc. | Nieri Pennington W. | Officer, 10% owner | BUY | $5.00 | 1,403,019 | $7,015,095 | 133,360 |
| 2024-06-12 04:05 | 2024-06-07 | UHG | United Homes Group, Inc. | Nieri Patrick Michael | 10% owner | BUY | $5.00 | 278,149 | $1,390,745 | 133,320 |
| 2024-06-12 03:41 | 2024-06-07 | UHG | United Homes Group, Inc. | Lincks Maigan Nieri | 10% owner | BUY | $5.00 | 278,150 | $1,390,750 | 133,320 |
| 2024-06-12 03:20 | 2024-06-10 | UHG | United Homes Group, Inc. | Nieri Michael P. | Director, Officer, 10% owner | BUY | $5.00 | 621,328 | $3,106,640 | 621,328 |
| 2024-06-11 23:40 | 2024-06-10 | TOL | Toll Brothers, Inc. | Connor Martin P. | Officer | SELL | $118.74 | 16,194 | $1,922,842 | 28,527 |
| 2024-06-04 01:21 | 2024-05-30 | DFH | Dream Finders Homes, Inc. | Zalupski Patrick O. | Director, Officer, 10% owner | SELL | $28.22 | 34,164 | $964,146 | 1,244,362 |
| 2024-06-04 00:53 | 2024-05-31 | HOV | HOVNANIAN ENTERPRISES INC | KANGAS EDWARD A | Director | SELL | $144.72 | 2,000 | $289,437 | 21,743 |
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.