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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
2013-12-17 05:06 2013-12-13 BGS B&G Foods, Inc. Cohen Jason I Officer SELL $33.70 12,500 $421,250 7,500
2013-12-07 04:59 2013-12-04 BGS B&G Foods, Inc. Cantwell Robert C Director, Officer SELL $33.65 65,000 $2,187,523 145,397
2013-12-06 01:21 2013-12-04 FLO FLOWERS FOODS INC HYSELL ROBERT B Officer OPT+S $21.51 22,612 $486,316 23,659
2013-12-05 04:15 2013-12-02 HAIN HAIN CELESTIAL GROUP INC SPEILLER MICHAEL J Officer OPT+S $82.56 5,230 $431,784 18,262
2013-12-03 00:11 2013-12-02 CPB CAMPBELL'S Co CARPENTER EDMUND M Director OPT+S $38.54 18,114 $698,114 33,326
2013-11-28 00:15 2013-11-25 BGS B&G Foods, Inc. Maskal Vanessa E Officer SELL $34.07 5,000 $170,371 88,279
2013-11-27 19:16 2013-11-26 FLO FLOWERS FOODS INC Hubbard David Officer OPT+S $22.00 16,811 $369,842 5,278
2013-11-25 23:02 2013-11-25 CPB CAMPBELL'S Co WHITE DAVID R Officer SELL $38.93 24,473 $952,734 50,773
2013-11-23 04:49 2013-11-20 HAIN HAIN CELESTIAL GROUP INC SIMON IRWIN D Director, Officer SELL $83.08 50,000 $4,154,160 100,000
2013-11-16 04:54 2013-11-13 HAIN HAIN CELESTIAL GROUP INC SIMON IRWIN D Director, Officer OPT+S $84.77 30,000 $2,543,238 782,400
2013-11-16 00:48 2013-11-13 FLO FLOWERS FOODS INC BEATY MICHAEL A Officer OPT+S $22.29 60,918 $1,357,868 268,009
2013-11-15 05:21 2013-11-12 HAIN HAIN CELESTIAL GROUP INC BERKE RICHARD C Director SELL $82.90 3,500 $290,158 17,750
2013-11-14 02:26 2013-11-11 HAIN HAIN CELESTIAL GROUP INC SMITH STEPHEN J Officer BUY $83.77 2,500 $209,425 7,687
2013-11-13 05:04 2013-11-08 HAIN HAIN CELESTIAL GROUP INC SIMON IRWIN D Director, Officer OPT+S $83.87 220,000 $18,451,136 782,400
2013-10-26 04:35 2013-10-24 BGS B&G Foods, Inc. Cohen Jason I Officer SELL $33.86 44,900 $1,520,233 20,000
2013-10-26 04:36 2013-10-24 BGS B&G Foods, Inc. POE ALFRED Director SELL $33.86 3,275 $110,896 17,701
2013-10-25 03:16 2013-10-22 BGS B&G Foods, Inc. Cohen Jason I Officer SELL $34.35 3,000 $103,050 64,900
2013-10-10 03:43 2013-10-07 BGS B&G Foods, Inc. Cohen Jason I Officer BUY $0.00 67,900 $0 67,900
2013-09-25 23:12 2013-09-23 CAG CONAGRA BRANDS INC. JURGENSEN WILLIAM G Director OPT+S $31.00 6,217 $192,727 84,856
2013-09-19 00:00 2013-09-16 CPB CAMPBELL'S Co WHITE DAVID R Officer SELL $42.42 642 $27,234 0
2013-09-17 16:00 2013-09-13 CPB CAMPBELL'S Co Morrissey Robert W Officer SELL $42.36 6,425 $272,163 83,302
2013-09-06 00:24 2013-09-03 HAIN HAIN CELESTIAL GROUP INC ICAHN CARL C SELL $78.68 3,650,000 $287,182,000 3,589,963
2013-08-31 00:00 2013-08-28 HAIN HAIN CELESTIAL GROUP INC MELTZER ROGER Director SELL $80.11 4,834 $387,251 6,583
2013-08-30 23:59 2013-08-28 HAIN HAIN CELESTIAL GROUP INC HAHN MARINA Director OPT+S $80.17 8,000 $641,327 27,484
2013-08-21 23:03 2013-08-20 FLO FLOWERS FOODS INC LORD GENE D Officer OPT+S $22.86 70,000 $1,600,508 667,611
2013-08-21 23:03 2013-08-20 MDLZ Mondelez International, Inc. BOOTH LEWIS W K Director BUY $30.90 6,470 $199,891 14,189
2013-08-13 23:56 2013-08-12 CAG CONAGRA BRANDS INC. Gehring John Officer OPT+S $36.49 40,000 $1,459,772 153,528
2013-07-12 23:05 2013-07-11 CAG CONAGRA BRANDS INC. Wise Robert G Officer OPT+S $36.53 8,500 $310,539 4,551
2013-07-10 23:29 2013-07-08 CAG CONAGRA BRANDS INC. MESSEL SCOTT E Officer OPT+S $35.83 60,000 $2,149,800 87,276
2013-07-09 23:53 2013-07-05 CAG CONAGRA BRANDS INC. Batcheler Colleen Officer OPT+S $35.47 82,225 $2,916,274 79,242
2013-07-09 02:01 2013-07-03 CAG CONAGRA BRANDS INC. McGough Thomas M Officer OPT+S $35.65 7,074 $252,214 17,778
2013-07-09 01:58 2013-07-03 CAG CONAGRA BRANDS INC. BUTLER STEPHEN G Director OPT+S $35.67 9,000 $321,057 48,865
2013-07-05 23:13 2013-07-02 CAG CONAGRA BRANDS INC. GREGOR JOIE A Director OPT+S $35.29 13,000 $458,709 29,382
2013-07-04 01:01 2013-07-01 CAG CONAGRA BRANDS INC. Gehring John Officer OPT+S $35.19 80,000 $2,814,912 141,039
2013-06-27 23:28 2013-06-26 FLO FLOWERS FOODS INC LAUDER KARYL H Officer OPT+S $21.57 61,425 $1,325,201 141,331
2013-06-27 23:48 2013-06-26 FLO FLOWERS FOODS INC BURKE FRANKLIN L Director BUY $21.78 1,000 $21,782 63,257
2013-06-04 23:37 2013-05-31 HAIN HAIN CELESTIAL GROUP INC ZILAVY LAWRENCE S Director OPT+S $67.19 8,000 $537,522 20,750
2013-06-05 00:33 2013-06-04 FLO FLOWERS FOODS INC TASHIE JOSEPH G Officer OPT+S $33.22 15,175 $504,114 31,760
2013-05-29 23:15 2013-05-24 CPB CAMPBELL'S Co WHITE DAVID R Officer SELL $45.61 5,193 $236,853 86,183
2013-05-30 01:05 2013-05-24 FLO FLOWERS FOODS INC ALEXANDER BRAD K Officer OPT+S $34.67 42,000 $1,456,312 111,232
2013-05-30 00:48 2013-05-28 FLO FLOWERS FOODS INC COURTNEY H MARK Officer OPT+S $34.95 21,675 $757,604 23,501
2013-05-29 01:56 2013-05-23 BGS B&G Foods, Inc. Maskal Vanessa E Officer SELL $29.86 10,000 $298,644 93,279
2013-05-29 03:38 2013-05-23 HAIN HAIN CELESTIAL GROUP INC LAMEL IRA J Officer OPT+S $69.06 202,182 $13,962,325 37,587
2013-05-10 01:45 2013-05-07 HAIN HAIN CELESTIAL GROUP INC SIMON IRWIN D Director, Officer OPT+S $62.89 200,000 $12,578,840 927,846
2013-05-08 04:14 2013-05-03 BGS B&G Foods, Inc. Wright William H Officer SELL $30.63 24,000 $735,053 36,110
2013-04-17 23:17 2013-04-15 CAG CONAGRA BRANDS INC. MESSEL SCOTT E Officer OPT+S $35.11 60,000 $2,106,384 87,276
2013-04-12 23:54 2013-04-11 CAG CONAGRA BRANDS INC. Wise Robert G Officer OPT+S $34.90 7,000 $244,334 4,551
2013-04-12 23:56 2013-04-11 CAG CONAGRA BRANDS INC. Hawaux Andre J Officer OPT+S $34.89 250,000 $8,721,475 150,192
2013-04-11 23:31 2013-04-10 CAG CONAGRA BRANDS INC. MESSEL SCOTT E Officer OPT+S $34.75 47,000 $1,633,377 87,276
2013-04-10 00:33 2013-04-08 CAG CONAGRA BRANDS INC. Maass Paul T Officer OPT+S $34.32 88,850 $3,049,465 35,725
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.