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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
2022-11-15 03:35 2022-11-14 BGS B&G Foods, Inc. Wenner David L Director BUY $14.01 20,000 $280,294 760,392
2022-10-20 00:16 2022-10-18 CAG CONAGRA BRANDS INC. Bartell Carey Officer SELL $34.50 6,408 $221,076 0
2022-10-04 23:20 2022-10-03 CPB CAMPBELL'S Co Sanzio Anthony Officer SELL $47.35 3,600 $170,460 14,445
2022-09-16 00:39 2022-09-13 BGS B&G Foods, Inc. POE ALFRED Director SELL $20.66 13,875 $286,658 34,007
2022-09-06 23:08 2022-09-02 CPB CAMPBELL'S Co Ciongoli Adam G. Officer SELL $50.00 18,321 $916,061 111,598
2022-09-01 16:22 2022-08-30 SNAX Stryve Foods Inc. Boever Christopher J. Director, Officer BUY $0.66 65,000 $43,199 2,633,969
2022-08-29 23:16 2022-08-26 SNAX Stryve Foods Inc. Christenson Gregory Stephen Director BUY $0.65 75,000 $48,750 67,500
2022-08-29 16:10 2022-08-25 SNAX Stryve Foods Inc. Boever Christopher J. Director, Officer BUY $0.69 65,000 $45,000 2,568,969
2022-08-26 00:08 2022-08-24 SNAX Stryve Foods Inc. Boever Christopher J. Director, Officer BUY $0.67 40,000 $26,952 2,503,969
2022-08-24 00:02 2022-08-22 SNAX Stryve Foods Inc. Boever Christopher J. Director, Officer BUY $0.67 50,000 $33,500 2,463,969
2022-08-23 22:44 2022-08-23 FLO FLOWERS FOODS INC Chubb Thomas Caldecot III Director BUY $27.50 3,000 $82,500 23,051
2022-08-22 23:42 2022-08-17 SNAX Stryve Foods Inc. Boever Christopher J. Director, Officer BUY $0.72 150,000 $108,495 2,413,969
2022-08-19 22:36 2022-08-18 FLO FLOWERS FOODS INC McMullian Ryals Director, Officer SELL $27.97 143,020 $3,999,983 1,781,580
2022-08-17 23:56 2022-08-17 CAG CONAGRA BRANDS INC. McGough Thomas M Officer OPT+S $35.40 21,405 $757,737 104,859
2022-08-11 03:23 2022-08-08 BYND BEYOND MEAT, INC. Moskowitz Beth Officer SELL $39.95 25,573 $1,021,529 24,179
2022-08-10 23:32 2022-08-09 CPB CAMPBELL'S Co Ciongoli Adam G. Officer OPT+S $50.01 17,924 $896,379 129,919
2022-08-03 23:17 2022-07-13 CPB CAMPBELL'S Co Ciongoli Adam G. Officer OPT+S $49.75 32,194 $1,601,652 129,919
2022-07-26 23:28 2022-07-25 CAG CONAGRA BRANDS INC. CHIRICO EMANUEL Director BUY $34.06 30,000 $1,021,800 40,788
2022-07-22 02:20 2022-07-20 FLO FLOWERS FOODS INC STITH MELVIN T Director BUY $26.80 7 $195 77
2022-06-28 23:10 2022-06-27 CPB CAMPBELL'S Co Polomski Stanley Officer SELL $48.20 10,335 $498,147 28,176
2022-06-23 23:32 2022-06-23 CPB CAMPBELL'S Co Slavtcheff Craig Officer SELL $47.00 13,110 $616,170 32,242
2022-06-13 23:49 2022-06-10 SNAX Stryve Foods Inc. Boever Christopher J. Director, Officer BUY $1.12 250,000 $280,000 2,263,969
2022-06-04 00:34 2022-06-01 FLO FLOWERS FOODS INC McMullian Ryals Director, Officer SELL $26.53 75,400 $2,000,038 1,924,600
2022-06-03 00:01 2022-05-31 SNAX Stryve Foods Inc. Boever Christopher J. Officer BUY $1.20 10,523 $12,628 2,013,969
2022-06-01 16:20 2022-05-24 NXMH Next Meats Holdings, Inc. White Knight Co., Ltd. 10% owner SELL $0.85 461,714 $392,457 91,415,469
2022-05-27 01:09 2022-05-24 SOWG Sow Good Inc. Goldfarb Ira Director, Officer, 10% owner BUY $3.08 753 $2,318 1,784,226
2022-05-19 23:56 2022-05-18 SNAX Stryve Foods Inc. Hawkins Alex Officer BUY $1.29 4,000 $5,160 181,500
2022-05-19 23:55 2022-05-17 SNAX Stryve Foods Inc. Casey Ted Director BUY $1.24 329,000 $407,499 388,306
2022-05-19 00:41 2022-05-16 HAIN HAIN CELESTIAL GROUP INC Welling Glenn W. Director SELL $26.14 1,231,161 $32,176,639 0
2022-05-18 23:39 2022-05-17 VITL Vital Farms, Inc. OHAYER MATTHEW Director, Officer, 10% owner BUY $9.66 10,000 $96,600 7,975,494
2022-05-17 02:06 2022-05-12 BRBR BELLRING BRANDS, INC. STEIN ELLIOT JR Director BUY $23.67 2,000 $47,340 19,551
2022-05-12 15:30 2022-05-11 MDLZ Mondelez International, Inc. Hargrove Robin S. Officer SELL $65.86 30,500 $2,008,730 32,024
2022-04-22 23:20 2022-04-21 CAG CONAGRA BRANDS INC. McGough Thomas M Officer OPT+S $36.95 25,400 $938,530 96,550
2022-04-21 23:41 2022-04-19 CAG CONAGRA BRANDS INC. Batcheler Colleen Officer OPT+S $36.02 72,480 $2,610,730 159,944
2022-04-20 23:33 2022-04-19 SMPL Simply Good Foods Co Zink Linda Officer SELL $44.40 5,000 $222,001 21,815
2022-04-20 23:33 2022-04-19 SMPL Simply Good Foods Co SCALZO JOSEPH Director, Officer OPT+S $44.69 100,000 $4,468,850 45,555
2022-04-15 01:18 2022-04-13 BYND BEYOND MEAT, INC. Carhart Diane Director OPT+S $43.20 5,048 $218,074 1,540
2022-04-08 23:46 2022-04-08 CAG CONAGRA BRANDS INC. Serrao Darren Officer SELL $34.49 11,700 $403,533 111,978
2022-04-06 23:07 2022-04-04 SOWG Sow Good Inc. Goldfarb Ira Director, Officer, 10% owner BUY $3.09 100 $309 1,783,473
2022-03-28 23:05 2022-03-25 SOWG Sow Good Inc. Goldfarb Ira Director, Officer, 10% owner BUY $0.00 6,044 $0 1,783,373
2022-03-18 00:02 2022-03-15 LSF Laird Superfood, Inc. Vieth Jason D. Director, Officer BUY $3.00 15,000 $45,000 140,000
2022-03-17 22:53 2022-03-15 LSF Laird Superfood, Inc. GRAVES GREGORY B Director BUY $3.00 15,000 $45,000 17,901
2022-03-05 04:04 2022-03-02 HAIN HAIN CELESTIAL GROUP INC Welling Glenn W. Director SELL $35.80 635,833 $22,763,584 78,267
2022-03-01 00:08 2022-02-25 MDLZ Mondelez International, Inc. Brusadelli Maurizio Officer SELL $65.09 26,500 $1,724,885 169,655
2022-02-12 00:55 2021-10-04 LSF Laird Superfood, Inc. GRAVES GREGORY B Director SELL $17.55 1,964 $34,472 2,901
2022-02-02 18:06 2022-01-31 NXMH Next Meats Holdings, Inc. White Knight Co., Ltd. 10% owner SELL $2.63 999,999 $2,629,997 91,877,183
2022-01-22 01:33 2022-01-20 CAG CONAGRA BRANDS INC. McGough Thomas M Officer OPT+S $35.96 40,802 $1,467,240 96,550
2022-01-21 02:01 2022-01-18 VITL Vital Farms, Inc. Dale Jason Officer OPT+S $17.68 37,568 $664,202 45,995
2022-01-11 01:18 2022-01-07 CAG CONAGRA BRANDS INC. McGough Thomas M Officer OPT+S $35.00 50,000 $1,750,000 96,550
2021-12-30 23:10 2021-12-27 SOWG Sow Good Inc. Goldfarb Ira Director, Officer, 10% owner BUY $2.23 1,440 $3,216 1,777,329
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.