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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
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. Wrede Thilo Officer OPT+S $47.59 3,393 $161,462 58,783
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
2025-08-15 23:15 2025-08-13 VITL Vital Farms, Inc. Khoury Karl Director SELL $47.63 20,000 $952,600 114,789
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
2025-08-14 23:25 2025-08-12 VITL Vital Farms, Inc. Coon Stephanie Officer SELL $46.15 10,005 $461,731 45,779
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
2025-08-13 23:15 2025-08-11 VITL Vital Farms, Inc. Wrede Thilo Officer SELL $45.56 1,200 $54,672 54,987
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
2025-08-11 23:15 2025-08-07 VITL Vital Farms, Inc. OHAYER MATTHEW Director, Officer, 10% owner SELL $42.78 10,000 $427,800 6,832,070
2025-08-07 00:00 2025-08-06 BRBR BELLRING BRANDS, INC. ROSENTHAL CRAIG L Officer BUY $37.29 2,600 $96,958 33,475
2025-08-07 00:00 2025-08-06 BRBR BELLRING BRANDS, INC. CONWAY SHAWN Director BUY $36.41 2,700 $98,307 6,685
2025-08-07 00:00 2025-08-06 BRBR BELLRING BRANDS, INC. STEIN ELLIOT JR Director BUY $37.49 2,663 $99,836 5,198
2025-08-05 23:15 2025-08-01 VITL Vital Farms, Inc. OHAYER MATTHEW Director, Officer, 10% owner SELL $35.83 30,000 $1,074,837 6,842,070
2025-08-05 00:17 2025-08-01 BRBR BELLRING BRANDS, INC. DAVENPORT DARCY HORN Officer SELL $54.18 1,600 $86,688 193,978
2025-07-29 00:07 2025-07-25 BRBR BELLRING BRANDS, INC. DAVENPORT DARCY HORN Officer SELL $54.43 1,600 $87,088 195,578
2025-07-29 01:48 2025-07-25 BYND BEYOND MEAT, INC. GRAYSON CHELSEA A Director SELL $3.85 492 $1,894 42,685
2025-07-25 23:15 2025-07-23 VITL Vital Farms, Inc. OHAYER MATTHEW Director, Officer, 10% owner SELL $40.34 5,000 $201,700 6,872,070
2025-07-24 04:10 2025-07-23 SMPL Simply Good Foods Co Tanner Geoff E Director, Officer BUY $33.11 6,050 $200,297 98,190
2025-07-22 00:23 2025-07-18 BRBR BELLRING BRANDS, INC. DAVENPORT DARCY HORN Officer SELL $57.70 1,600 $92,324 197,178
2025-07-15 23:15 2025-07-11 VITL Vital Farms, Inc. Wrede Thilo Officer SELL $38.97 1,200 $46,764 56,187
2025-07-14 23:18 2025-07-11 BRBR BELLRING BRANDS, INC. DAVENPORT DARCY HORN Officer SELL $57.66 1,600 $92,256 198,778
2025-07-07 23:53 2025-07-03 BRBR BELLRING BRANDS, INC. DAVENPORT DARCY HORN Officer SELL $57.45 1,600 $91,920 200,378
2025-07-03 23:15 2025-07-01 VITL Vital Farms, Inc. OHAYER MATTHEW Director, Officer, 10% owner SELL $39.17 30,000 $1,175,034 6,858,890
2025-06-30 23:33 2025-06-27 BRBR BELLRING BRANDS, INC. DAVENPORT DARCY HORN Officer SELL $58.04 1,600 $92,870 201,978
2025-06-27 01:44 2025-06-25 BYND BEYOND MEAT, INC. GRAYSON CHELSEA A Director SELL $3.50 492 $1,722 43,177
2025-06-23 23:42 2025-06-20 BRBR BELLRING BRANDS, INC. DAVENPORT DARCY HORN Officer SELL $59.69 1,600 $95,508 203,578
2025-06-18 00:00 2025-06-13 VITL Vital Farms, Inc. OHAYER MATTHEW Director, Officer, 10% owner SELL $31.73 30,000 $951,822 6,888,890
2025-06-16 23:18 2025-06-13 BRBR BELLRING BRANDS, INC. DAVENPORT DARCY HORN Officer SELL $59.27 1,600 $94,824 205,178
2025-06-17 00:30 2025-06-12 VITL Vital Farms, Inc. Wrede Thilo Officer SELL $31.93 1,200 $38,316 57,117
2025-06-09 23:15 2025-06-06 BRBR BELLRING BRANDS, INC. DAVENPORT DARCY HORN Officer SELL $60.58 1,600 $96,927 206,778
2025-06-03 00:10 2025-05-30 BRBR BELLRING BRANDS, INC. DAVENPORT DARCY HORN Officer SELL $62.91 1,600 $100,659 208,378
2025-05-30 23:13 2025-05-30 BGS B&G Foods, Inc. Hart Eric H Officer SELL $4.18 1,500 $6,270 112,411
2025-05-30 01:36 2025-05-28 BYND BEYOND MEAT, INC. GRAYSON CHELSEA A Director SELL $3.11 1,125 $3,499 43,669
2025-05-29 00:09 2025-05-23 LSF Laird Superfood, Inc. GRAVES GREGORY B Director SELL $7.03 2,127 $14,953 79,873
2025-05-28 19:24 2025-05-27 FLO FLOWERS FOODS INC DEESE GEORGE E Director BUY $16.84 6,000 $101,039 2,004,990
2025-05-28 01:34 2025-05-27 FLO FLOWERS FOODS INC McFadden William Jameson Director BUY $16.92 3,000 $50,760 532,476
2025-05-27 22:42 2025-05-27 FLO FLOWERS FOODS INC Chubb Thomas Caldecot III Director BUY $16.88 3,000 $50,640 45,861
2025-05-23 15:33 2025-05-22 HAIN HAIN CELESTIAL GROUP INC Campbell Neil Director BUY $1.93 25,640 $49,378 62,929
2025-05-21 23:15 2025-05-19 VITL Vital Farms, Inc. OHAYER MATTHEW Director, Officer, 10% owner SELL $35.94 24,000 $862,560 6,918,890
2025-05-19 23:46 2025-05-16 BGS B&G Foods, Inc. Schoch Martin C. Officer SELL $4.45 3,931 $17,504 34,347
2025-05-16 00:46 2025-05-13 HAIN HAIN CELESTIAL GROUP INC Clark Celeste A. Director BUY $1.79 83,000 $148,960 83,000
2025-05-14 23:03 2025-05-12 HAIN HAIN CELESTIAL GROUP INC Taylor Carlyn R. Director BUY $1.76 130,000 $229,190 203,431
2025-05-15 00:00 2025-05-12 VITL Vital Farms, Inc. Diez-Canseco Russell Director, Officer OPT+S $34.12 45,143 $1,540,383 711,093
2025-05-12 23:38 2025-05-09 HAIN HAIN CELESTIAL GROUP INC Korangy Shervin J Director BUY $1.56 75,000 $117,173 75,000
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.