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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
2013-03-12 02:32 2013-03-07 BGS B&G Foods, Inc. Herbes William F Officer SELL $29.77 18,000 $535,811 25,574
2013-03-02 01:23 2013-02-27 BGS B&G Foods, Inc. Maskal Vanessa E Officer SELL $29.38 15,477 $454,649 103,279
2013-03-01 23:19 2013-02-28 CPB CAMPBELL'S Co PERRIN CHARLES R Director OPT+S $41.06 14,372 $590,114 8,450
2013-03-01 02:42 2013-02-26 BGS B&G Foods, Inc. Lerner Scott E Officer SELL $28.96 33,000 $955,518 60,110
2013-02-25 15:02 2013-02-22 MDLZ Mondelez International, Inc. Reynolds Fredric G Director BUY $26.90 38,000 $1,022,200 119,955
2013-02-23 05:48 2013-02-20 BGS B&G Foods, Inc. Cantwell Robert C Director, Officer SELL $28.84 65,000 $1,874,919 210,397
2013-02-23 00:31 2013-02-21 CPB CAMPBELL'S Co CHARRON PAUL R Director OPT+S $39.94 5,977 $238,745 15,198
2013-02-22 00:16 2013-02-20 CAG CONAGRA BRANDS INC. Gehring John Officer OPT+S $33.95 20,000 $679,000 141,039
2013-02-21 01:22 2013-02-15 HAIN HAIN CELESTIAL GROUP INC SIMON IRWIN D Director, Officer OPT+S $59.42 100,000 $5,941,540 927,846
2013-02-20 18:11 2013-02-19 CPB CAMPBELL'S Co Morrissey Robert W Officer OPT+S $39.50 12,809 $505,956 92,471
2013-02-19 23:37 2013-02-19 CPB CAMPBELL'S Co PERRIN CHARLES R Director OPT+S $40.02 8,860 $354,577 3,166
2013-02-12 00:25 2013-02-07 CAG CONAGRA BRANDS INC. Gehring John Officer OPT+S $33.19 140,000 $4,647,090 141,039
2013-01-24 01:30 2013-01-22 CAG CONAGRA BRANDS INC. Wise Robert G Officer OPT+S $31.95 19,000 $607,050 4,551
2013-01-16 01:32 2013-01-14 CAG CONAGRA BRANDS INC. Wise Robert G Officer OPT+S $30.95 5,000 $154,750 4,551
2013-01-03 04:41 2012-12-28 CAG CONAGRA BRANDS INC. Wise Robert G Officer OPT+S $29.40 7,075 $207,979 4,551
2013-01-03 04:38 2012-12-28 CAG CONAGRA BRANDS INC. Hawaux Andre J Officer OPT+S $29.40 60,000 $1,764,024 150,192
2013-01-03 04:40 2012-12-31 CAG CONAGRA BRANDS INC. RODKIN GARY M Director, Officer OPT+S $28.90 50,000 $1,444,875 600,736
2012-12-27 00:17 2012-12-24 CAG CONAGRA BRANDS INC. Hawaux Andre J Officer OPT+S $29.69 30,000 $890,640 150,192
2012-12-27 00:14 2012-12-24 CAG CONAGRA BRANDS INC. RODKIN GARY M Director, Officer OPT+S $29.77 50,000 $1,488,535 600,736
2012-12-19 01:19 2012-12-17 CAG CONAGRA BRANDS INC. RODKIN GARY M Director, Officer OPT+S $30.16 50,000 $1,508,045 600,736
2012-12-12 01:06 2012-12-10 CAG CONAGRA BRANDS INC. RODKIN GARY M Director, Officer OPT+S $29.69 50,000 $1,484,665 600,736
2012-12-08 00:55 2012-12-05 HAIN HAIN CELESTIAL GROUP INC SIMON IRWIN D Director, Officer OPT+S $60.38 5,000 $301,881 0
2012-12-07 17:59 2012-12-06 CPB CAMPBELL'S Co KADEN ELLEN O Officer OPT+S $36.44 100,000 $3,644,000 330,038
2012-12-06 00:24 2012-12-04 CPB CAMPBELL'S Co DISILVESTRO ANTHONY Officer OPT+S $36.51 82,310 $3,005,138 127,949
2012-12-05 04:01 2012-12-03 CAG CONAGRA BRANDS INC. RODKIN GARY M Director, Officer OPT+S $29.86 50,000 $1,493,185 600,736
2012-12-04 03:14 2012-11-30 CAG CONAGRA BRANDS INC. Maass Paul T Officer OPT+S $29.95 18,815 $563,509 14,575
2012-12-04 01:07 2012-11-30 FLO FLOWERS FOODS INC TURNER MARTA JONES Officer OPT+S $23.44 51,000 $1,195,445 94,545
2012-11-30 01:33 2012-11-28 FLO FLOWERS FOODS INC AVERA STEPHEN R Officer OPT+S $23.27 68,604 $1,596,580 211,544
2012-11-29 02:09 2012-11-28 FLO FLOWERS FOODS INC LORD GENE D Officer OPT+S $23.07 35,900 $828,145 406,543
2012-11-29 01:45 2012-11-27 FLO FLOWERS FOODS INC LAUDER KARYL H Officer OPT+S $22.91 20,000 $458,140 91,207
2012-11-28 00:53 2012-11-23 CPB CAMPBELL'S Co WHITE DAVID R Officer OPT+S $36.50 123,021 $4,489,701 93,623
2012-11-28 00:52 2012-11-26 CPB CAMPBELL'S Co MORRISON DENISE M Director, Officer OPT+S $36.37 41,400 $1,505,718 447,943
2012-11-27 00:46 2012-11-26 CAG CONAGRA BRANDS INC. RODKIN GARY M Director, Officer OPT+S $28.18 50,000 $1,409,175 600,736
2012-11-21 00:44 2012-11-19 CAG CONAGRA BRANDS INC. RODKIN GARY M Director, Officer OPT+S $27.88 50,000 $1,393,990 600,736
2012-11-17 00:58 2012-11-14 HAIN HAIN CELESTIAL GROUP INC ICAHN CARL C 10% owner BUY $58.97 75,000 $4,422,750 7,239,963
2012-11-14 01:51 2012-11-12 CAG CONAGRA BRANDS INC. RODKIN GARY M Director, Officer OPT+S $27.75 50,000 $1,387,275 600,736
2012-11-09 01:22 2012-11-06 HAIN HAIN CELESTIAL GROUP INC ICAHN CARL C 10% owner BUY $59.03 34,400 $2,030,739 7,164,963
2012-11-07 01:32 2012-11-05 CAG CONAGRA BRANDS INC. RODKIN GARY M Director, Officer OPT+S $27.89 50,000 $1,394,345 600,736
2012-11-01 23:33 2012-10-31 CAG CONAGRA BRANDS INC. RODKIN GARY M Director, Officer OPT+S $28.08 50,000 $1,404,010 600,736
2012-09-26 23:28 2012-09-24 CAG CONAGRA BRANDS INC. Maass Paul T Officer OPT+S $27.45 6,819 $187,182 10,390
2012-09-26 23:26 2012-09-24 CAG CONAGRA BRANDS INC. Batcheler Colleen Officer OPT+S $27.23 99,816 $2,717,491 53,467
2012-09-26 23:21 2012-09-24 CAG CONAGRA BRANDS INC. JURGENSEN WILLIAM G Director OPT+S $27.44 8,525 $233,928 76,126
2012-09-26 23:30 2012-09-24 CAG CONAGRA BRANDS INC. BAY MOGENS C Director OPT+S $27.30 8,600 $234,793 48,177
2012-09-22 00:30 2012-09-19 HAIN HAIN CELESTIAL GROUP INC BERKE RICHARD C Director BUY $68.02 1,000 $68,020 18,500
2012-09-19 00:05 2012-09-14 CPB CAMPBELL'S Co CARPENTER EDMUND M Director OPT+S $34.53 11,272 $389,193 30,131
2012-09-12 01:18 2012-09-07 HAIN HAIN CELESTIAL GROUP INC SPEILLER MICHAEL J Officer OPT+S $71.36 15,000 $1,070,387 11,942
2012-09-11 23:17 2012-09-07 CPB CAMPBELL'S Co PERRIN CHARLES R Director OPT+S $34.92 5,441 $189,982 3,166
2012-09-11 01:08 2012-09-06 HAIN HAIN CELESTIAL GROUP INC LAMEL IRA J Officer OPT+S $72.26 109,084 $7,881,941 36,066
2012-09-07 23:22 2012-09-05 CPB CAMPBELL'S Co MORRISON DENISE M Director, Officer OPT+S $34.72 127,000 $4,409,465 355,539
2012-09-07 23:19 2012-09-06 CPB CAMPBELL'S Co LARRIMORE RANDALL W Director OPT+S $35.03 8,135 $284,969 1,000
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.