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Sector Analysis

Meat Packing Plants

Standard Industrial Classification: SIC 2011

Industry Insider Sentiment Analysis

The Meat Packing Plants sector (SIC 2011) 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
2008-12-22 16:53 2008-12-19 HRL HORMEL FOODS CORP /DE/ Juhlke David P Officer BUY $31.07 3,230 $100,356 3,299
2008-12-22 16:50 2008-12-19 HRL HORMEL FOODS CORP /DE/ Farnsworth Bryan D Officer BUY $31.00 1,250 $38,752 2,023
2008-12-16 18:00 2008-12-15 HRL HORMEL FOODS CORP /DE/ Devine Michael L Officer OPT+S $29.34 1,615 $47,384 1,625
2008-12-11 16:32 2008-12-10 SFD SMITHFIELD FOODS INC SEBRING JOSEPH B Officer BUY $10.28 4,850 $49,858 40,750
2008-12-06 00:24 2008-12-03 SFD SMITHFIELD FOODS INC LUTER JOSEPH W IV Officer BUY $6.00 500,000 $3,000,000 500,000
2008-12-06 00:23 2008-12-03 SFD SMITHFIELD FOODS INC LUTER JOSEPH W III Director SELL $6.00 2,000,000 $12,000,000 1,572,200
2008-12-05 00:05 2008-12-02 HRL HORMEL FOODS CORP /DE/ Tegt Robert A Officer BUY $25.26 23,909 $603,935 27,707
2008-12-05 00:45 2008-12-03 HRL HORMEL FOODS CORP /DE/ FIELDING RONALD W Officer OPT+S $25.22 14,000 $353,122 13,448
2008-12-03 23:05 2008-12-01 HRL HORMEL FOODS CORP /DE/ Minerich Phillip L Officer BUY $25.01 1,885 $47,144 1,885
2008-12-03 23:06 2008-12-02 HRL HORMEL FOODS CORP /DE/ ETTINGER JEFFREY M Director, Officer BUY $25.08 10,000 $250,800 85,834
2008-12-03 23:05 2008-12-01 HRL HORMEL FOODS CORP /DE/ HARTZOG DANIEL A Officer BUY $25.01 6,024 $150,672 7,000
2008-12-03 23:06 2008-12-02 HRL HORMEL FOODS CORP /DE/ PEARSON RONALD D Director BUY $25.10 2,500 $62,748 8,366
2008-10-14 15:17 2008-10-10 SFD SMITHFIELD FOODS INC RICHTER GEORGE H Officer BUY $13.17 19,000 $250,230 19,000
2008-10-10 23:16 2008-10-08 SFD SMITHFIELD FOODS INC FRIBOURG PAUL J Director BUY $13.05 25,000 $326,345 73,300
2008-09-30 21:15 2008-09-29 SFD SMITHFIELD FOODS INC SCHWIETERS JOHN T Director BUY $14.80 5,000 $74,000 26,500
2008-09-30 21:15 2008-09-26 SFD SMITHFIELD FOODS INC FRIBOURG PAUL J Director BUY $15.07 62,100 $935,946 48,300
2008-09-24 18:06 2008-09-22 SFD SMITHFIELD FOODS INC LUTER JOSEPH W III Director SELL $20.34 7,300 $148,482 3,572,200
2008-09-22 23:19 2008-09-18 SFD SMITHFIELD FOODS INC LUTER JOSEPH W III Director SELL $20.56 277,300 $5,700,068 3,579,500
2008-09-19 00:24 2008-09-16 SFD SMITHFIELD FOODS INC LUTER JOSEPH W III Director SELL $20.38 406,900 $8,291,768 3,856,800
2008-09-17 23:22 2008-09-15 SFD SMITHFIELD FOODS INC LUTER JOSEPH W III Director SELL $21.01 34,300 $720,691 4,263,700
2008-09-03 17:52 2008-08-29 SFD SMITHFIELD FOODS INC FRIBOURG PAUL J Director BUY $20.15 24,800 $499,780 64,756
2008-08-28 00:09 2008-08-26 HRL HORMEL FOODS CORP /DE/ Brady Deanna T Officer BUY $35.77 100 $3,577 937
2008-07-14 18:13 2008-07-10 SFD SMITHFIELD FOODS INC FRIBOURG PAUL J Director BUY $18.88 15,900 $300,182 39,956
2008-07-09 19:10 2008-07-07 SFD SMITHFIELD FOODS INC SCHWIETERS JOHN T Director BUY $17.00 2,500 $42,500 21,500
2008-07-09 19:09 2008-07-07 SFD SMITHFIELD FOODS INC FRIBOURG PAUL J Director BUY $17.64 22,700 $400,349 24,056
2008-07-08 19:58 2008-07-03 SFD SMITHFIELD FOODS INC TRIBLE PAUL S JR Director BUY $16.85 500 $8,425 500
2008-07-08 19:59 2008-07-03 SFD SMITHFIELD FOODS INC GOLDBERG RAY A Director BUY $16.85 1,000 $16,850 2,000
2008-06-02 19:20 2008-05-30 HRL HORMEL FOODS CORP /DE/ GOETTSCH DENNIS B Officer OPT+S $38.26 3,235 $123,771 3,829
2008-05-30 21:57 2008-05-28 HRL HORMEL FOODS CORP /DE/ Schweitzer Bruce R Officer SELL $38.37 195 $7,491 1,140
2008-05-30 21:57 2008-05-28 HRL HORMEL FOODS CORP /DE/ Schweitzer Bruce R Officer BUY $38.37 745 $28,572 14,281
2008-04-08 16:28 2008-04-04 SFD SMITHFIELD FOODS INC LUTER JOSEPH W III Director, Officer SELL $26.86 242,300 $6,508,202 4,298,000
2008-03-31 21:18 2008-03-27 HRL HORMEL FOODS CORP /DE/ Kremin Donald H Officer OPT+S $41.07 1,161 $47,687 525
2008-03-31 15:40 2008-03-27 SFD SMITHFIELD FOODS INC ZIMMERMAN MICHAEL J BUY $25.93 4,000 $103,729 8,034
2008-03-20 21:05 2008-03-18 HRL HORMEL FOODS CORP /DE/ Tegt Robert A Officer OPT+S $40.34 11,039 $445,350 95
2008-03-12 23:08 2008-03-10 SFD SMITHFIELD FOODS INC LUTER JOSEPH W III Director, Officer SELL $28.00 469,700 $13,151,835 4,540,300
2008-03-08 00:15 2008-03-05 SFD SMITHFIELD FOODS INC LUTER JOSEPH W III Director, Officer SELL $29.30 159,600 $4,676,918 5,010,000
2008-03-05 22:35 2008-03-04 HRL HORMEL FOODS CORP /DE/ SNYDER WILLIAM F Officer OPT+S $41.23 9,360 $385,913 16,959
2008-02-28 23:46 2008-02-27 HRL HORMEL FOODS CORP /DE/ Potter Russell C Officer OPT+S $42.10 1,521 $64,034 934
2008-02-20 00:43 2008-02-15 SFD SMITHFIELD FOODS INC FRIBOURG PAUL J Director BUY $26.00 58,700 $1,526,294 10,356,585
2008-02-16 00:30 2008-02-14 SFD SMITHFIELD FOODS INC FRIBOURG PAUL J Director BUY $26.24 19,003 $498,561 10,297,885
2008-02-16 00:30 2008-02-13 SFD SMITHFIELD FOODS INC FRIBOURG PAUL J Director BUY $26.10 60,897 $1,589,400 10,278,882
2008-02-14 00:18 2008-02-11 SFD SMITHFIELD FOODS INC FRIBOURG PAUL J Director BUY $26.49 1,200 $31,788 10,217,985
2008-01-31 00:19 2008-01-29 SFD SMITHFIELD FOODS INC FRIBOURG PAUL J Director BUY $26.68 31,600 $843,120 10,216,785
2008-01-31 00:19 2008-01-28 SFD SMITHFIELD FOODS INC FRIBOURG PAUL J Director BUY $26.50 24,500 $649,311 10,185,185
2008-01-31 00:18 2008-01-28 SFD SMITHFIELD FOODS INC FRIBOURG PAUL J Director BUY $25.97 52,800 $1,371,184 10,160,685
2008-01-31 00:18 2008-01-28 SFD SMITHFIELD FOODS INC FRIBOURG PAUL J Director BUY $25.51 17,700 $451,566 10,107,885
2008-01-29 00:08 2008-01-25 SFD SMITHFIELD FOODS INC FRIBOURG PAUL J Director BUY $24.49 41,900 $1,026,018 10,090,185
2008-01-29 00:07 2008-01-24 SFD SMITHFIELD FOODS INC FRIBOURG PAUL J Director BUY $24.65 53,100 $1,308,851 10,048,285
2008-01-25 00:19 2008-01-23 SFD SMITHFIELD FOODS INC FRIBOURG PAUL J Director BUY $24.62 29,900 $736,222 9,995,185
2008-01-25 00:19 2008-01-23 SFD SMITHFIELD FOODS INC FRIBOURG PAUL J Director BUY $24.18 40,100 $969,638 9,965,285
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the Meat Packing Plants sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (2011) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in Meat Packing Plants

Every transaction in the Meat Packing Plants 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.