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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2017-08-15 23:17 | 2017-08-14 | FLO | FLOWERS FOODS INC | MCMULLIAN AMOS R | Director | BUY | $17.91 | 20,000 | $358,238 | 3,663,717 |
| 2017-08-09 23:36 | 2017-08-08 | MDLZ | Mondelez International, Inc. | Brusadelli Maurizio | Officer | OPT+S | $43.76 | 6,248 | $273,412 | 55,403 |
| 2017-07-14 22:00 | 2017-07-12 | CAG | CONAGRA BRANDS INC. | MARSHALL RUTH ANN | Director | OPT+S | $33.22 | 6,046 | $200,861 | 83,214 |
| 2017-07-06 23:45 | 2017-07-03 | CAG | CONAGRA BRANDS INC. | GOLDSTONE STEVEN F | Director | OPT+S | $35.60 | 57,100 | $2,032,726 | 243,569 |
| 2017-07-06 23:44 | 2017-07-03 | CAG | CONAGRA BRANDS INC. | BUTLER STEPHEN G | Director | OPT+S | $35.80 | 5,848 | $209,386 | 112,132 |
| 2017-05-15 23:17 | 2017-05-12 | MDLZ | Mondelez International, Inc. | Hargrove Robin S. | Officer | SELL | $44.87 | 6,000 | $269,220 | 14,663 |
| 2017-05-10 00:23 | 2017-05-05 | MDLZ | Mondelez International, Inc. | PELTZ NELSON | Director | SELL | $44.71 | 1,731,410 | $77,416,708 | 42,486,999 |
| 2017-03-31 23:44 | 2017-03-29 | CAG | CONAGRA BRANDS INC. | MARSHALL RUTH ANN | Director | OPT+S | $40.61 | 6,046 | $245,528 | 77,723 |
| 2017-03-31 20:04 | 2017-03-30 | CPB | CAMPBELL'S Co | DORRANCE BENNETT | Director, 10% owner | BUY | $57.34 | 915,766 | $52,510,022 | 1,386,643 |
| 2017-02-23 00:07 | 2017-02-22 | MDLZ | Mondelez International, Inc. | Brusadelli Maurizio | Officer | SELL | $44.80 | 1,600 | $71,672 | 52,491 |
| 2017-02-22 00:03 | 2017-02-17 | MDLZ | Mondelez International, Inc. | Brusadelli Maurizio | Officer | SELL | $41.84 | 4,940 | $206,690 | 54,091 |
| 2017-02-11 00:03 | 2017-02-09 | MDLZ | Mondelez International, Inc. | BUNCH CHARLES E | Director | BUY | $44.95 | 2,000 | $89,900 | 8,742 |
| 2017-01-10 01:17 | 2017-01-05 | CAG | CONAGRA BRANDS INC. | GREGOR JOIE A | Director | SELL | $39.01 | 3,300 | $128,737 | 50,820 |
| 2017-01-05 22:46 | 2017-01-04 | CPB | CAMPBELL'S Co | Barroso Carlos | Officer | OPT+S | $60.92 | 9,130 | $556,180 | 34,774 |
| 2016-12-23 00:45 | 2016-12-21 | FLO | FLOWERS FOODS INC | KINSEY R STEVE | Officer | OPT+S | $19.22 | 89,902 | $1,727,800 | 248,803 |
| 2016-12-22 00:10 | 2016-12-21 | CPB | CAMPBELL'S Co | Barroso Carlos | Officer | SELL | $60.31 | 1,000 | $60,311 | 33,760 |
| 2016-12-20 00:14 | 2016-12-15 | FLO | FLOWERS FOODS INC | AVERA STEPHEN R | Officer | OPT+S | $19.50 | 70,845 | $1,381,435 | 428,534 |
| 2016-12-17 00:22 | 2016-12-14 | FLO | FLOWERS FOODS INC | SHIVER ALLEN L | Director, Officer | OPT+S | $19.36 | 117,200 | $2,268,406 | 685,086 |
| 2016-12-17 00:18 | 2016-12-14 | FLO | FLOWERS FOODS INC | WHEELER DAVID KEITH | Officer | OPT+S | $19.32 | 8,200 | $158,440 | 15,758 |
| 2016-11-29 00:21 | 2016-11-23 | CPB | CAMPBELL'S Co | Barroso Carlos | Officer | SELL | $57.56 | 3,000 | $172,681 | 34,760 |
| 2016-11-29 00:18 | 2016-11-23 | CPB | CAMPBELL'S Co | TRAVIS TRACEY THOMAS | Director | SELL | $57.04 | 2,771 | $158,058 | 11,625 |
| 2016-11-22 01:07 | 2016-11-21 | FLO | FLOWERS FOODS INC | STONE DAN W | Officer | OPT+S | $16.15 | 13,250 | $213,988 | 28,580 |
| 2016-11-22 01:05 | 2016-11-18 | FLO | FLOWERS FOODS INC | TAYLOR TONJA W | Officer | OPT+S | $15.91 | 4,425 | $70,380 | 13,169 |
| 2016-11-17 00:48 | 2016-11-14 | FLO | FLOWERS FOODS INC | ALEXANDER BRAD K | Officer | OPT+S | $16.23 | 69,850 | $1,133,763 | 230,835 |
| 2016-11-15 00:03 | 2016-11-11 | MDLZ | Mondelez International, Inc. | BOOTH LEWIS W K | Director | BUY | $41.61 | 2,500 | $104,025 | 34,343 |
| 2016-11-04 01:13 | 2016-11-01 | MDLZ | Mondelez International, Inc. | PELTZ NELSON | Director | SELL | $44.09 | 3,800,000 | $167,533,260 | 44,218,409 |
| 2016-10-04 21:40 | 2016-10-03 | CPB | CAMPBELL'S Co | Carolan Edward | Officer | SELL | $54.35 | 2,400 | $130,443 | 43,026 |
| 2016-09-09 18:57 | 2016-09-08 | CPB | CAMPBELL'S Co | Dunn Jeff | Officer | SELL | $56.24 | 8,459 | $475,734 | 112,775 |
| 2016-09-06 18:43 | 2016-09-02 | CPB | CAMPBELL'S Co | O'Shea William J | Officer | SELL | $57.74 | 13,000 | $750,620 | 28,952 |
| 2016-09-06 20:45 | 2016-09-06 | CPB | CAMPBELL'S Co | Barroso Carlos | Officer | SELL | $57.68 | 1,600 | $92,288 | 46,888 |
| 2016-09-06 21:43 | 2016-09-06 | CPB | CAMPBELL'S Co | Mignini Luca | Officer | SELL | $57.87 | 11,255 | $651,327 | 105,390 |
| 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 |
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.