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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
2016-08-29 23:56 2016-08-25 FLO FLOWERS FOODS INC DEESE GEORGE E Director OPT+S $15.14 462,500 $7,001,880 2,826,125
2016-08-26 23:26 2016-08-25 FLO FLOWERS FOODS INC MCMULLIAN AMOS R Director BUY $14.99 30,000 $449,796 3,650,940
2016-08-23 23:02 2016-08-19 FLO FLOWERS FOODS INC LAN RICHARD Director BUY $15.18 14,000 $212,485 34,763
2016-08-23 23:06 2016-08-22 FLO FLOWERS FOODS INC SPEAR JAMES T Director BUY $15.28 10,000 $152,797 12,380
2016-08-18 23:50 2016-08-16 FLO FLOWERS FOODS INC LEWIS MARGARET G Director BUY $15.30 1,800 $27,540 13,856
2016-07-20 04:35 2016-07-15 CAG CONAGRA BRANDS INC. Wise Robert G Officer OPT+S $47.90 15,708 $752,366 18,618
2016-07-18 23:21 2016-07-14 CAG CONAGRA BRANDS INC. Wise Robert G Officer OPT+S $48.19 17,245 $830,974 18,618
2016-07-08 23:56 2016-07-06 CAG CONAGRA BRANDS INC. Johri Rajive Director OPT+S $47.53 15,000 $712,877 36,259
2016-07-08 23:51 2016-07-07 CAG CONAGRA BRANDS INC. GOLDSTONE STEVEN F Director OPT+S $48.04 41,470 $1,992,132 150,452
2016-07-08 23:50 2016-07-07 CAG CONAGRA BRANDS INC. BUTLER STEPHEN G Director OPT+S $48.10 4,607 $221,597 85,243
2016-07-08 23:51 2016-07-08 CAG CONAGRA BRANDS INC. JURGENSEN WILLIAM G Director OPT+S $47.88 4,636 $221,972 114,720
2016-07-08 03:47 2016-07-05 CAG CONAGRA BRANDS INC. Wise Robert G Officer OPT+S $48.16 36,654 $1,765,271 18,618
2016-07-08 03:56 2016-07-05 CAG CONAGRA BRANDS INC. Gehring John Officer OPT+S $48.14 159,057 $7,657,068 59,709
2016-07-01 23:18 2016-06-29 FLO FLOWERS FOODS INC BENTON ROBERT L JR Officer OPT+S $18.49 12,065 $223,118 53,545
2016-06-29 22:54 2016-06-27 FLO FLOWERS FOODS INC LAUDER KARYL H Officer SELL $17.96 23,500 $422,032 132,851
2016-06-08 00:34 2016-06-07 FLO FLOWERS FOODS INC TASHIE JOSEPH G Officer SELL $18.69 24,800 $463,512 80,107
2016-06-07 00:35 2016-06-03 FLO FLOWERS FOODS INC HYSELL ROBERT B Officer OPT+S $18.71 23,700 $443,427 59,854
2016-06-03 23:33 2016-06-01 FLO FLOWERS FOODS INC DEESE GEORGE E Director OPT+S $18.69 560,731 $10,482,474 2,695,012
2016-05-20 03:57 2016-05-19 BGS B&G Foods, Inc. Lerner Scott E Officer SELL $42.79 13,000 $556,227 51,867
2016-05-12 04:35 2016-05-10 BGS B&G Foods, Inc. Crimmins Thomas P Officer BUY $43.61 3,500 $152,633 3,500
2016-05-12 04:23 2016-05-11 BGS B&G Foods, Inc. POE ALFRED Director SELL $43.55 4,920 $214,265 17,701
2016-04-13 23:51 2016-04-11 CAG CONAGRA BRANDS INC. MESSEL SCOTT E Officer OPT+S $46.31 22,992 $1,064,679 105,549
2016-04-11 23:50 2016-04-07 CAG CONAGRA BRANDS INC. McGough Thomas M Officer OPT+S $46.00 60,000 $2,760,000 56,341
2016-03-08 00:37 2016-03-04 CPB CAMPBELL'S Co Carolan Edward Officer SELL $61.93 5,000 $309,650 53,549
2016-03-02 00:04 2016-02-29 CPB CAMPBELL'S Co Alexander Mark R. Officer SELL $61.94 90,509 $5,606,127 166,993
2016-03-02 00:03 2016-02-29 CPB CAMPBELL'S Co PERRIN CHARLES R Director SELL $61.85 5,457 $337,515 0
2016-02-27 00:06 2016-02-26 CPB CAMPBELL'S Co Barroso Carlos Officer SELL $63.07 1,950 $122,987 50,505
2016-02-27 00:07 2016-02-26 CPB CAMPBELL'S Co Morrissey Robert W Officer SELL $62.52 24,158 $1,510,358 71,691
2016-02-19 01:52 2016-02-16 FLO FLOWERS FOODS INC SPEAR JAMES T Director BUY $16.25 100 $1,625 100
2016-02-19 00:42 2016-02-16 FLO FLOWERS FOODS INC MCMULLIAN AMOS R Director BUY $16.27 25,000 $406,755 3,628,504
2016-02-18 00:02 2016-02-17 MDLZ Mondelez International, Inc. BOOTH LEWIS W K Director BUY $39.37 5,430 $213,779 27,915
2016-01-09 00:30 2016-01-06 CAG CONAGRA BRANDS INC. Wise Robert G Officer OPT+S $41.97 22,992 $965,009 18,618
2016-01-09 00:26 2016-01-06 CAG CONAGRA BRANDS INC. Gehring John Officer OPT+S $41.67 320,000 $13,335,328 59,709
2016-01-08 01:02 2016-01-05 CAG CONAGRA BRANDS INC. MESSEL SCOTT E Officer OPT+S $41.87 50,000 $2,093,325 105,549
2015-12-30 00:49 2015-12-24 CAG CONAGRA BRANDS INC. Ross Andrew George Officer OPT+S $42.22 155,292 $6,555,776 43,281
2015-12-30 01:55 2015-12-24 CAG CONAGRA BRANDS INC. Johri Rajive Director OPT+S $42.21 6,750 $284,897 31,918
2015-12-30 00:46 2015-12-24 CAG CONAGRA BRANDS INC. MESSEL SCOTT E Officer OPT+S $42.32 30,000 $1,269,621 105,549
2015-12-11 00:37 2015-12-08 CPB CAMPBELL'S Co DISILVESTRO ANTHONY Officer SELL $53.44 40,000 $2,137,508 108,245
2015-12-02 02:40 2015-11-30 MDLZ Mondelez International, Inc. Pleuhs Gerhard W. Officer SELL $44.13 159 $7,017 142,328
2015-11-27 21:46 2015-11-25 CPB CAMPBELL'S Co Carolan Edward Officer SELL $52.70 5,000 $263,484 58,549
2015-11-27 21:48 2014-12-05 CPB CAMPBELL'S Co Barroso Carlos Officer SELL $43.55 2,500 $108,878 52,455
2015-11-27 21:49 2015-11-27 CPB CAMPBELL'S Co MORRISON DENISE M Director, Officer SELL $53.07 79,250 $4,205,512 495,216
2015-11-19 02:56 2015-11-17 BGS B&G Foods, Inc. Sands Michael A Officer SELL $35.67 10,000 $356,700 7,313
2015-09-29 23:48 2015-09-25 FLO FLOWERS FOODS INC TAYLOR TONJA W Officer OPT+S $25.38 2,746 $69,681 11,214
2015-09-29 00:02 2015-09-25 FLO FLOWERS FOODS INC STONE DAN W Officer OPT+S $25.42 8,550 $217,298 23,046
2015-09-26 00:28 2015-09-24 FLO FLOWERS FOODS INC HYSELL ROBERT B Officer SELL $25.22 17,274 $435,723 47,962
2015-09-26 00:11 2015-09-24 FLO FLOWERS FOODS INC TURNER MARTA JONES Officer OPT+S $25.26 24,200 $611,244 167,949
2015-09-24 23:54 2015-09-22 FLO FLOWERS FOODS INC AVERA STEPHEN R Officer OPT+S $24.48 61,700 $1,510,243 398,563
2015-09-24 23:51 2015-09-22 FLO FLOWERS FOODS INC ALEXANDER BRAD K Officer OPT+S $24.26 9,400 $228,090 203,793
2015-09-22 00:05 2015-09-17 FLO FLOWERS FOODS INC SHIVER ALLEN L Director, Officer OPT+S $24.57 82,500 $2,026,802 612,027
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.