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Sector Analysis

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 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
2019-05-16 01:16 2019-05-13 HAIN HAIN CELESTIAL GROUP INC Engaged Capital Co-Invest VI-D, L.P. BUY $23.61 2,083,081 $49,189,875 2,212,274
2019-05-16 01:13 2019-05-13 HAIN HAIN CELESTIAL GROUP INC Welling Glenn W. Director, 10% owner BUY $23.61 2,083,081 $49,189,875 2,212,274
2019-05-09 04:52 2019-05-06 BYND BEYOND MEAT, INC. van Lengerich Bernhard Director BUY $25.00 4,500 $112,500 4,500
2019-05-09 04:50 2019-05-06 BYND BEYOND MEAT, INC. Goldman Seth Director BUY $10.00 750 $7,500 300
2019-05-09 04:49 2019-05-06 BYND BEYOND MEAT, INC. Ajami Dariush Officer BUY $25.00 2,000 $50,000 2,000
2019-05-09 04:51 2019-05-06 BYND BEYOND MEAT, INC. SEGAL NED D. Director BUY $25.00 5,000 $125,000 5,000
2019-05-09 04:52 2019-05-06 BYND BEYOND MEAT, INC. Waller Kathy N Director BUY $25.00 500 $12,500 500
2019-05-09 04:51 2019-05-06 BYND BEYOND MEAT, INC. Thompson Donald Director BUY $25.00 18,000 $450,000 1,500
2019-05-09 04:50 2019-05-06 BYND BEYOND MEAT, INC. Lane Raymond J. Director BUY $25.00 29,442 $736,050 29,442
2019-05-06 23:07 2019-05-02 MDLZ Mondelez International, Inc. Pleuhs Gerhard W. Officer SELL $51.57 80,000 $4,125,200 23,000
2019-05-01 00:40 2019-04-26 CAG CONAGRA BRANDS INC. MARSHALL RUTH ANN Director OPT+S $31.00 6,717 $208,227 93,180
2019-04-19 00:58 2019-04-16 CAG CONAGRA BRANDS INC. Arora Anil Director BUY $30.06 1,600 $48,096 2,878
2019-04-19 00:57 2019-04-16 CAG CONAGRA BRANDS INC. GREGOR JOIE A Director BUY $29.99 10,000 $299,865 64,650
2019-04-19 00:56 2019-04-16 CAG CONAGRA BRANDS INC. BUTLER STEPHEN G Director OPT+S $29.97 20,153 $603,985 125,287
2019-03-18 23:58 2019-03-14 FLO FLOWERS FOODS INC MUKHERJEE DEBO Officer BUY $20.20 1,550 $31,310 1,550
2019-03-08 04:25 2019-03-05 HAIN HAIN CELESTIAL GROUP INC Engaged Capital Co-Invest VI-D, L.P. BUY $20.73 3,974,911 $82,392,353 4,096,052
2019-03-08 04:22 2019-03-05 HAIN HAIN CELESTIAL GROUP INC Welling Glenn W. Director, 10% owner BUY $20.73 3,974,911 $82,392,353 4,096,052
2019-03-07 00:09 2019-03-05 MDLZ Mondelez International, Inc. Lorenzo Alejandro Officer SELL $46.94 26,347 $1,236,728 59,320
2019-03-05 02:36 2019-03-04 BGS B&G Foods, Inc. Romanzi Kenneth G. Officer BUY $24.64 1,200 $29,568 1,200
2019-03-02 03:52 2019-02-28 HAIN HAIN CELESTIAL GROUP INC Welling Glenn W. Director, 10% owner BUY $19.30 1,003,918 $19,379,533 195,655
2019-02-27 00:07 2019-02-25 MDLZ Mondelez International, Inc. Brusadelli Maurizio Officer SELL $47.27 5,495 $259,749 73,028
2019-02-16 02:09 2019-02-13 MDLZ Mondelez International, Inc. Pleuhs Gerhard W. Officer OPT+S $47.72 29,340 $1,400,105 200,360
2019-02-06 00:07 2019-02-01 MDLZ Mondelez International, Inc. Gruber Vinzenz P. Officer SELL $45.86 10,945 $501,938 139,584
2018-11-20 05:37 2018-11-13 BGS B&G Foods, Inc. Palmer Cheryl M Director SELL $29.52 12,000 $354,257 12,839
2018-11-15 01:26 2018-11-12 HAIN HAIN CELESTIAL GROUP INC Schiller Mark L. Officer BUY $22.88 45,800 $1,048,069 124,355
2018-11-02 21:50 2018-10-29 SMPL Simply Good Foods Co DALEY CLAYTON C JR Director SELL $0.00 2,063 $0 56,303
2018-10-23 19:42 2018-10-19 SMPL Simply Good Foods Co HEALEY JAMES E Director SELL $0.00 1,032 $0 47,167
2018-10-19 19:44 2018-10-17 SMPL Simply Good Foods Co Ghez Nomi Director SELL $0.00 5,157 $0 86,064
2018-10-12 23:18 2018-10-12 CAG CONAGRA BRANDS INC. Connolly Sean Director, Officer BUY $35.25 14,184 $499,986 217,607
2018-10-12 23:19 2018-10-12 CAG CONAGRA BRANDS INC. MARBERGER DAVID S Officer BUY $35.25 2,836 $99,969 12,721
2018-10-12 23:16 2018-10-12 CAG CONAGRA BRANDS INC. BROWN THOMAS K Director BUY $35.25 7,092 $249,993 26,477
2018-10-03 00:42 2018-10-02 CPB CAMPBELL'S Co Mignini Luca Officer BUY $36.41 5,494 $200,037 118,862
2018-09-18 23:05 2018-09-14 MDLZ Mondelez International, Inc. Brusadelli Maurizio Officer OPT+S $43.74 7,381 $322,845 66,578
2018-09-13 00:15 2018-09-12 MDLZ Mondelez International, Inc. Myers Daniel P. Officer SELL $43.44 27,963 $1,214,713 86,025
2018-07-27 23:04 2018-07-25 CAG CONAGRA BRANDS INC. Batcheler Colleen Officer SELL $36.00 22,750 $819,000 163,145
2018-07-25 01:26 2018-07-20 CAG CONAGRA BRANDS INC. Batcheler Colleen Officer SELL $36.08 33,317 $1,202,171 163,145
2018-07-12 02:30 2018-07-09 CAG CONAGRA BRANDS INC. MARSHALL RUTH ANN Director OPT+S $36.33 3,023 $109,833 89,767
2018-07-09 23:39 2018-07-05 CAG CONAGRA BRANDS INC. MARSHALL RUTH ANN Director OPT+S $35.15 3,023 $106,259 89,767
2018-07-03 23:00 2018-06-29 CAG CONAGRA BRANDS INC. GOLDSTONE STEVEN F Director OPT+S $35.59 72,678 $2,586,545 362,036
2018-06-07 22:53 2018-06-06 CPB CAMPBELL'S Co Hilado Maria Teresa Director BUY $33.22 2,000 $66,431 4,330
2018-05-10 23:40 2018-05-09 BGS B&G Foods, Inc. Brunts DeAnn L Director BUY $26.27 2,000 $52,539 9,818
2018-04-25 18:39 2018-04-23 SMPL Simply Good Foods Co Holm Hanno E Officer BUY $12.78 4,000 $51,113 17,733
2018-04-20 19:19 2018-04-18 SMPL Simply Good Foods Co Cunfer Todd E Officer BUY $13.19 10,000 $131,937 10,000
2018-04-09 23:01 2018-04-06 CAG CONAGRA BRANDS INC. BUTLER STEPHEN G Director OPT+S $37.18 12,092 $449,618 115,663
2018-04-05 23:21 2018-04-04 CAG CONAGRA BRANDS INC. Wise Robert G Officer SELL $37.12 5,908 $219,285 22,781
2018-03-29 23:36 2018-03-27 FLO FLOWERS FOODS INC ROACH DAVID M Officer SELL $21.11 10,500 $221,680 66,001
2018-03-29 01:26 2018-03-26 CAG CONAGRA BRANDS INC. MARSHALL RUTH ANN Director OPT+S $35.86 6,046 $216,810 84,650
2018-03-13 23:29 2018-03-09 BGS B&G Foods, Inc. Herbes William F Officer SELL $26.06 7,395 $192,677 38,995
2018-03-10 02:59 2018-03-09 BGS B&G Foods, Inc. Wacha Bruce C Officer BUY $26.28 575 $15,112 1,715
2018-03-10 02:53 2018-03-09 BGS B&G Foods, Inc. Cantwell Robert C Director, Officer BUY $26.42 10,000 $264,201 206,239
SHOW ENTRIES

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.