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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
2014-12-03 00:28 2014-11-28 CAG CONAGRA BRANDS INC. McGough Thomas M Officer OPT+S $36.00 3,409 $122,724 45,788
2014-12-02 00:16 2014-12-01 CPB CAMPBELL'S Co Mignini Luca Officer SELL $44.99 8,000 $359,920 95,027
2014-12-02 00:17 2014-11-26 CPB CAMPBELL'S Co Britt Irene Chang Officer SELL $44.46 11,225 $499,064 112,701
2014-12-02 00:18 2014-11-26 CPB CAMPBELL'S Co MORRISON DENISE M Director, Officer SELL $44.44 33,700 $1,497,628 528,133
2014-12-02 00:17 2014-11-28 CPB CAMPBELL'S Co LARRIMORE RANDALL W Director OPT+S $45.40 9,320 $423,128 19,243
2014-11-25 05:08 2014-11-20 HAIN HAIN CELESTIAL GROUP INC FALTISCHEK DENISE M Officer SELL $106.46 6,899 $734,452 23,821
2014-11-21 05:19 2014-11-18 HAIN HAIN CELESTIAL GROUP INC SIMON IRWIN D Director, Officer OPT+S $107.47 245,000 $26,329,440 729,661
2014-11-21 00:50 2014-11-18 CAG CONAGRA BRANDS INC. McGough Thomas M Officer OPT+S $35.00 3,460 $121,100 44,197
2014-11-05 05:32 2014-11-04 BGS B&G Foods, Inc. Maskal Vanessa E Officer SELL $29.30 5,000 $146,517 84,721
2014-10-18 01:18 2014-10-15 HAIN HAIN CELESTIAL GROUP INC SIMON IRWIN D Director, Officer SELL $98.19 20,368 $1,999,934 89,816
2014-10-11 00:34 2014-03-04 HAIN HAIN CELESTIAL GROUP INC SIMON IRWIN D Director, Officer OPT+S $91.23 25,000 $2,280,635 768,221
2014-09-26 23:29 2014-09-24 CAG CONAGRA BRANDS INC. Bolles Albert D. Officer OPT+S $33.44 120,000 $4,013,244 48,562
2014-09-25 00:20 2014-09-23 CAG CONAGRA BRANDS INC. McGough Thomas M Officer OPT+S $33.13 5,241 $173,634 42,657
2014-09-24 00:45 2014-09-22 FLO FLOWERS FOODS INC BEATY MICHAEL A Officer OPT+S $18.27 55,687 $1,017,123 275,162
2014-09-10 23:26 2014-09-10 FLO FLOWERS FOODS INC LORD GENE D Officer SELL $18.81 8,000 $150,480 713,497
2014-09-09 23:59 2014-09-05 FLO FLOWERS FOODS INC LORD GENE D Officer OPT+S $19.17 74,000 $1,418,772 721,497
2014-09-04 23:05 2014-09-03 FLO FLOWERS FOODS INC Hubbard David Officer OPT+S $19.05 1,600 $30,486 12,529
2014-08-30 03:41 2014-08-27 HAIN HAIN CELESTIAL GROUP INC Carroll John Officer OPT+S $98.03 4,000 $392,130 54,850
2014-08-29 00:10 2014-08-27 HAIN HAIN CELESTIAL GROUP INC ZILAVY LAWRENCE S Director OPT+S $98.05 7,500 $735,409 22,750
2014-08-28 00:10 2014-08-26 ANFC Sow Good Inc. Lahti Joseph J Director BUY $0.75 20,000 $15,000 20,000
2014-08-27 02:44 2014-08-22 HAIN HAIN CELESTIAL GROUP INC Carroll John Officer OPT+S $95.26 25,000 $2,381,423 54,850
2014-08-27 02:43 2014-08-22 HAIN HAIN CELESTIAL GROUP INC MELTZER ROGER Director SELL $95.27 3,417 $325,543 5,166
2014-08-22 23:25 2014-08-21 FLO FLOWERS FOODS INC DEESE GEORGE E Director, Officer OPT+S $19.21 415,000 $7,972,773 2,241,242
2014-08-22 00:06 2014-08-19 MDLZ Mondelez International, Inc. SPENCE JEAN E Officer SELL $35.90 55,885 $2,006,193 96,388
2014-07-17 00:49 2014-07-14 CAG CONAGRA BRANDS INC. Theophilus Nicole B Officer OPT+S $30.63 28,000 $857,665 33,918
2014-07-17 00:48 2014-07-14 CAG CONAGRA BRANDS INC. STINSON KENNETH E Director OPT+S $30.58 7,591 $232,134 87,874
2014-07-14 23:37 2014-07-10 CAG CONAGRA BRANDS INC. GOLDSTONE STEVEN F Director OPT+S $30.51 9,000 $274,592 74,252
2014-07-11 23:26 2014-07-09 CAG CONAGRA BRANDS INC. JURGENSEN WILLIAM G Director OPT+S $30.64 7,581 $232,282 91,326
2014-07-10 00:07 2014-07-07 CAG CONAGRA BRANDS INC. BUTLER STEPHEN G Director OPT+S $30.99 9,000 $278,910 56,787
2014-07-09 23:04 2014-07-08 CPB CAMPBELL'S Co WEBER CHARLOTTE C Director SELL $46.00 1,838 $84,548 1,374,706
2014-07-09 00:13 2014-07-03 CAG CONAGRA BRANDS INC. McGough Thomas M Officer OPT+S $31.07 3,937 $122,323 28,914
2014-07-09 00:10 2014-07-03 CAG CONAGRA BRANDS INC. Batcheler Colleen Officer OPT+S $31.02 42,000 $1,302,848 91,705
2014-07-07 23:36 2014-07-02 CAG CONAGRA BRANDS INC. Bolles Albert D. Officer SELL $30.36 800 $24,288 0
2014-07-04 00:02 2014-07-01 CAG CONAGRA BRANDS INC. BAY MOGENS C Director OPT+S $29.67 7,827 $232,222 67,454
2014-07-02 02:05 2014-06-30 CAG CONAGRA BRANDS INC. RODKIN GARY M Director, Officer OPT+S $29.35 50,000 $1,467,360 639,765
2014-03-26 23:21 2014-03-24 CAG CONAGRA BRANDS INC. Theophilus Nicole B Officer OPT+S $30.11 18,000 $541,980 33,918
2014-03-26 23:19 2014-03-24 CAG CONAGRA BRANDS INC. GREGOR JOIE A Director BUY $30.26 3,300 $99,847 33,017
2014-03-26 23:26 2014-03-25 FLO FLOWERS FOODS INC LAUDER KARYL H Officer OPT+S $21.30 32,400 $689,974 145,829
2014-03-18 00:27 2011-05-31 FLO FLOWERS FOODS INC THRIFFILEY DONALD A JR Officer SELL $33.05 7,900 $261,095 25,585
2014-03-08 05:12 2014-03-07 BGS B&G Foods, Inc. Maskal Vanessa E Officer SELL $30.00 17,000 $510,027 89,721
2014-03-07 00:04 2014-03-05 CPB CAMPBELL'S Co RAND A BARRY Director OPT+S $43.77 10,336 $452,407 0
2014-03-05 02:50 2014-02-28 HAIN HAIN CELESTIAL GROUP INC SPEILLER MICHAEL J Officer OPT+S $90.44 10,000 $904,404 18,262
2014-03-01 00:11 2014-02-28 CPB CAMPBELL'S Co DISILVESTRO ANTHONY Officer SELL $43.23 21,464 $927,822 102,531
2014-02-28 02:28 2014-02-25 HAIN HAIN CELESTIAL GROUP INC SPEILLER MICHAEL J Officer OPT+S $89.63 5,000 $448,136 18,262
2014-02-27 05:22 2014-02-24 HAIN HAIN CELESTIAL GROUP INC SIMON IRWIN D Director, Officer OPT+S $88.22 25,000 $2,205,528 778,301
2014-02-22 00:03 2014-02-20 CPB CAMPBELL'S Co Owens B Craig Officer SELL $43.57 55,000 $2,396,350 181,990
2014-02-18 18:06 2014-02-14 FLO FLOWERS FOODS INC MCMULLIAN AMOS R Director BUY $19.78 10,000 $197,753 3,636,239
2014-02-15 00:22 2014-02-13 FLO FLOWERS FOODS INC DEESE GEORGE E Director, Officer BUY $19.70 7,500 $147,785 2,069,426
2014-02-12 02:07 2014-02-10 FLO FLOWERS FOODS INC BURKE FRANKLIN L Director BUY $19.43 3,790 $73,642 127,795
2013-12-18 00:17 2013-12-16 FLO FLOWERS FOODS INC TAYLOR TONJA W Officer OPT+S $21.75 2,324 $50,547 6,250
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.