Food and Kindred Products
Standard Industrial Classification: SIC 2000
Industry Insider Sentiment Analysis
The Food and Kindred Products sector (SIC 2000) acts as a critical barometer for broader economic health. Our real-time monitoring reveals 1562 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-14 00:10 | 2026-02-13 | MDLZ | Mondelez International, Inc. | Valle Gustavo Carlos | Officer | SELL | $62.00 | 3,000 | $186,000 | 99,596 |
| 2026-02-10 04:30 | 2026-02-09 | OFRM | Once Upon a Farm, PBC | ROBB WALTER E IV | Director | BUY | $18.00 | 5,555 | $99,990 | 145,970 |
| 2026-02-05 00:55 | 2026-02-02 | VITL | Vital Farms, Inc. | OHAYER MATTHEW | Director, Officer, 10% owner | SELL | $27.91 | 20,000 | $558,136 | 6,341,190 |
| 2026-01-13 00:02 | 2026-01-09 | CPB | CAMPBELL'S Co | Sanzio Anthony | Officer | SELL | $26.51 | 2,700 | $71,578 | 25,264 |
| 2026-01-07 04:29 | 2026-01-02 | FLO | FLOWERS FOODS INC | McMullian Ryals | Director, Officer | SELL | $10.87 | 209,000 | $2,271,663 | 1,022,380 |
| 2026-01-07 00:55 | 2026-01-02 | VITL | Vital Farms, Inc. | OHAYER MATTHEW | Director, Officer, 10% owner | SELL | $30.85 | 25,000 | $771,263 | 6,361,190 |
| 2025-12-31 23:00 | 2025-12-30 | CPB | CAMPBELL'S Co | Brawley Charles A. III | Officer | SELL | $28.15 | 11,550 | $325,075 | 43,777 |
| 2025-12-30 01:57 | 2025-12-26 | BYND | BEYOND MEAT, INC. | GRAYSON CHELSEA A | Director | SELL | $0.98 | 492 | $484 | 40,225 |
| 2025-12-19 16:00 | 2025-12-18 | HAIN | HAIN CELESTIAL GROUP INC | Taylor Carlyn R. | Director | SELL | $1.17 | 53,957 | $62,935 | 264,203 |
| 2025-12-18 00:55 | 2025-12-15 | VITL | Vital Farms, Inc. | OHAYER MATTHEW | Director, Officer, 10% owner | SELL | $35.25 | 5,000 | $176,250 | 6,386,190 |
| 2025-12-18 00:55 | 2025-12-15 | VITL | Vital Farms, Inc. | Diez-Canseco Russell | Director, Officer | SELL | $35.05 | 16,734 | $586,527 | 649,684 |
| 2025-12-05 22:17 | 2025-12-03 | FLO | FLOWERS FOODS INC | STITH MELVIN T | Director | BUY | $10.90 | 456 | $4,972 | 547 |
| 2025-12-04 00:55 | 2025-12-01 | VITL | Vital Farms, Inc. | OHAYER MATTHEW | Director, Officer, 10% owner | SELL | $33.17 | 25,000 | $829,195 | 6,391,190 |
| 2025-12-04 00:51 | 2025-12-01 | BRBR | BELLRING BRANDS, INC. | CORNILLE DOUGLAS J | Officer | SELL | $30.93 | 3,970 | $122,792 | 54,812 |
| 2025-12-02 01:00 | 2025-11-26 | BGS | B&G Foods, Inc. | Mullen Dennis M | Director | SELL | $4.50 | 18,795 | $84,638 | 83,956 |
| 2025-11-26 02:49 | 2025-11-25 | BYND | BEYOND MEAT, INC. | GRAYSON CHELSEA A | Director | SELL | $0.87 | 492 | $427 | 40,717 |
| 2025-11-20 02:37 | 2025-11-17 | SMPL | Simply Good Foods Co | Clawson Michael L | Officer | BUY | $20.00 | 5,000 | $100,000 | 37,620 |
| 2025-11-13 03:35 | 2025-11-07 | BRBR | BELLRING BRANDS, INC. | RODE PAUL A | Officer | SELL | $29.00 | 308 | $8,932 | 72,690 |
| 2025-11-13 01:17 | 2025-11-11 | SMPL | Simply Good Foods Co | Matthews Timothy Allen | Officer | SELL | $19.47 | 5,859 | $114,053 | 18,065 |
| 2025-11-10 17:01 | 2025-11-06 | SMPL | Simply Good Foods Co | Bealer Christopher J | Officer | BUY | $20.01 | 9,946 | $199,019 | 32,966 |
| 2025-11-06 03:21 | 2025-11-04 | CAG | CONAGRA BRANDS INC. | Napier Melissa C. | Officer | SELL | $17.19 | 13,011 | $223,659 | 0 |
| 2025-11-06 00:55 | 2025-11-03 | VITL | Vital Farms, Inc. | OHAYER MATTHEW | Director, Officer, 10% owner | SELL | $32.90 | 30,000 | $986,946 | 6,417,070 |
| 2025-10-29 01:46 | 2025-10-27 | BYND | BEYOND MEAT, INC. | GRAYSON CHELSEA A | Director | SELL | $2.00 | 492 | $984 | 41,209 |
| 2025-10-10 23:55 | 2025-10-08 | VITL | Vital Farms, Inc. | Diez-Canseco Russell | Director, Officer | SELL | $44.39 | 9,667 | $429,098 | 666,109 |
| 2025-10-09 23:45 | 2025-10-07 | CAG | CONAGRA BRANDS INC. | BROWN THOMAS K | Director | BUY | $18.72 | 10,000 | $187,200 | 60,167 |
| 2025-10-03 23:15 | 2025-10-01 | VITL | Vital Farms, Inc. | OHAYER MATTHEW | Director, Officer, 10% owner | SELL | $40.15 | 35,000 | $1,405,275 | 6,447,070 |
| 2025-09-27 01:57 | 2025-09-25 | BYND | BEYOND MEAT, INC. | GRAYSON CHELSEA A | Director | SELL | $2.86 | 492 | $1,407 | 41,701 |
| 2025-09-26 23:52 | 2025-09-25 | FLO | FLOWERS FOODS INC | McMullian Ryals | Director, Officer | SELL | $12.83 | 350,000 | $4,488,750 | 1,231,380 |
| 2025-09-22 15:33 | 2025-09-19 | HAIN | HAIN CELESTIAL GROUP INC | Campbell Neil | Director | BUY | $1.52 | 62,640 | $95,307 | 125,569 |
| 2025-09-22 15:30 | 2025-09-18 | HAIN | HAIN CELESTIAL GROUP INC | LEWIS ALISON | Director, Officer | BUY | $1.50 | 74,895 | $112,103 | 74,895 |
| 2025-09-12 23:15 | 2025-09-10 | VITL | Vital Farms, Inc. | Diez-Canseco Russell | Director, Officer | SELL | $47.32 | 16,700 | $790,262 | 685,776 |
| 2025-09-10 21:22 | 2025-09-09 | FLO | FLOWERS FOODS INC | Cox Cindy | Officer | SELL | $15.00 | 3,600 | $54,000 | 16,994 |
| 2025-09-09 00:16 | 2025-09-04 | VITL | Vital Farms, Inc. | OHAYER MATTHEW | Director, Officer, 10% owner | SELL | $50.96 | 100,000 | $5,096,000 | 6,482,070 |
| 2025-09-04 23:17 | 2025-09-03 | BRBR | BELLRING BRANDS, INC. | CORNILLE DOUGLAS J | Officer | SELL | $42.03 | 3,970 | $166,859 | 53,866 |
| 2025-09-04 00:30 | 2025-08-29 | VITL | Vital Farms, Inc. | OHAYER MATTHEW | Director, Officer, 10% owner | SELL | $51.64 | 245,000 | $12,650,673 | 6,582,070 |
| 2025-08-28 02:09 | 2025-08-26 | BYND | BEYOND MEAT, INC. | GRAYSON CHELSEA A | Director | SELL | $2.60 | 492 | $1,279 | 42,193 |
| 2025-08-26 23:30 | 2025-08-22 | VITL | Vital Farms, Inc. | Bal Joanne | Officer | SELL | $50.95 | 4,796 | $244,356 | 43,332 |
| 2025-08-26 02:45 | 2025-08-14 | BRBR | BELLRING BRANDS, INC. | CONWAY SHAWN | Director | BUY | $37.98 | 1,316 | $50,000 | 8,001 |
| 2025-08-25 23:15 | 2025-08-21 | VITL | Vital Farms, Inc. | OHAYER MATTHEW | Director, Officer, 10% owner | SELL | $50.25 | 4,200 | $211,050 | 6,827,070 |
| 2025-08-21 23:15 | 2025-08-19 | VITL | Vital Farms, Inc. | OHAYER MATTHEW | Director, Officer, 10% owner | SELL | $50.31 | 800 | $40,248 | 6,831,270 |
| 2025-08-19 23:15 | 2025-08-15 | VITL | Vital Farms, Inc. | McKeon Kathryn | Officer | OPT+S | $48.55 | 33,447 | $1,623,691 | 37,513 |
| 2025-08-19 23:15 | 2025-08-15 | VITL | Vital Farms, Inc. | Bal Joanne | Officer | SELL | $47.70 | 9,999 | $476,952 | 48,128 |
| 2025-08-18 23:15 | 2025-08-14 | VITL | Vital Farms, Inc. | Post Denny Marie | Director | SELL | $47.75 | 6,086 | $290,607 | 16,312 |
| 2025-08-18 23:15 | 2025-08-14 | VITL | Vital Farms, Inc. | Wrede Thilo | Officer | OPT+S | $47.59 | 3,393 | $161,462 | 58,783 |
| 2025-08-16 00:08 | 2025-08-14 | BRBR | BELLRING BRANDS, INC. | CONWAY SHAWN | Director | BUY | $49,999.99 | 1,316 | $65,824,087 | 8,001 |
| 2025-08-15 23:15 | 2025-08-13 | VITL | Vital Farms, Inc. | Khoury Karl | Director | SELL | $47.63 | 20,000 | $952,600 | 114,789 |
| 2025-08-14 23:25 | 2025-08-12 | VITL | Vital Farms, Inc. | Diez-Canseco Russell | Director, Officer | SELL | $46.11 | 16,700 | $770,037 | 702,476 |
| 2025-08-14 23:25 | 2025-08-12 | VITL | Vital Farms, Inc. | Coon Stephanie | Officer | SELL | $46.15 | 10,005 | $461,731 | 45,779 |
| 2025-08-13 23:15 | 2025-08-11 | VITL | Vital Farms, Inc. | Pappas Peter Nicholas | Officer | SELL | $45.35 | 2,811 | $127,479 | 65,430 |
| 2025-08-13 23:15 | 2025-08-11 | VITL | Vital Farms, Inc. | Wrede Thilo | Officer | SELL | $45.56 | 1,200 | $54,672 | 54,987 |
Sector-Wide Insider Alpha
Analyzing insider movements across the Food and Kindred Products sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (2000) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.
SEC Filings in Food and Kindred Products
Every transaction in the Food and Kindred Products 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.