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Sector Analysis

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
2024-07-30 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
2024-05-30 23:07 2024-05-24 TOL Toll Brothers, Inc. GARVEY CHRISTINE Director SELL $121.99 170 $20,737 8,123
2024-05-21 00:31 2024-05-16 DFH Dream Finders Homes, Inc. Zalupski Patrick O. Director, Officer, 10% owner SELL $29.72 45,926 $1,364,861 1,278,526
2024-05-17 23:07 2024-05-15 BZH BEAZER HOMES USA INC Belknap Keith L Jr Officer SELL $29.67 785 $23,291 180,819
2024-05-17 00:14 2024-05-15 TMHC Taylor Morrison Home Corp Palmer Sheryl Director, Officer SELL $61.70 100,000 $6,170,000 19,211
2024-05-14 01:43 2024-05-09 TPH Tri Pointe Homes, Inc. BAUER DOUGLAS F. Director, Officer SELL $39.77 67,290 $2,676,258 667,093
2024-05-13 23:43 2024-05-10 KBH KB HOME PRAW ALBERT Z Officer SELL $70.11 22,160 $1,553,638 135,512
2024-05-10 23:17 2024-05-09 KBH KB HOME Gilligan Thomas W. Director SELL $70.48 3,914 $275,859 48,217
2024-05-10 18:39 2024-05-09 NVR NVR INC SAVILLE PAUL C Officer OPT+S $7,670.42 300 $2,301,126 106,860
2024-05-09 20:53 2024-05-07 NVR NVR INC Kelpy Matthew B. Officer OPT+S $7,700.00 200 $1,540,000 230
2024-05-09 20:50 2024-05-08 NVR NVR INC ROSIER WILLIAM GRADY Director SELL $7,665.63 600 $4,599,378 1,701
2024-05-08 23:12 2024-05-06 BZH BEAZER HOMES USA INC Belknap Keith L Jr Officer SELL $28.68 29,215 $837,880 181,604
2024-05-08 19:15 2024-05-06 GRBK Green Brick Partners, Inc. Press Richard S Director BUY $57.44 1,474 $84,664 45
2024-05-07 01:28 2024-05-06 GRBK Green Brick Partners, Inc. COSTELLO RICHARD ARTHUR Officer SELL $56.77 40,000 $2,270,800 52,116
2024-05-07 00:28 2024-05-06 DHI HORTON D R INC /DE/ BUCHANAN MICHAEL R Director SELL $150.70 2,000 $301,400 1,703
2024-04-30 23:14 2024-04-29 MHO M/I HOMES, INC. SCHOTTENSTEIN ROBERT H Director, Officer OPT+S $122.00 19,200 $2,342,400 122,951
2024-04-30 21:51 2024-04-29 NVR NVR INC PREISER DAVID A Director OPT+S $7,586.21 500 $3,793,105 239
SHOW ENTRIES

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.