Cigarettes
Standard Industrial Classification: SIC 2111
Industry Insider Sentiment Analysis
The Cigarettes sector (SIC 2111) acts as a critical barometer for broader economic health. Our real-time monitoring reveals 392 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2015-03-11 23:03 | 2015-03-09 | MO | ALTRIA GROUP, INC. | Whitaker Charles N. | Officer | SELL | $53.43 | 17,600 | $940,324 | 129,335 |
| 2015-03-11 22:57 | 2015-03-09 | MO | ALTRIA GROUP, INC. | Johnson Craig A. | Officer | SELL | $53.48 | 14,800 | $791,440 | 105,893 |
| 2015-03-11 22:50 | 2015-03-09 | MO | ALTRIA GROUP, INC. | Dillard James E III | Officer | SELL | $53.85 | 26,647 | $1,434,946 | 99,409 |
| 2015-02-21 00:27 | 2015-02-19 | PM | Philip Morris International Inc. | CALANTZOPOULOS ANDRE | Officer | SELL | $82.80 | 30,000 | $2,483,898 | 760,492 |
| 2015-02-14 00:16 | 2012-10-05 | MO | ALTRIA GROUP, INC. | BALILES GERALD L | Director | BUY | $33.95 | 200 | $6,790 | 41,487 |
| 2015-01-01 01:14 | - | XXII | 22nd Century Group, Inc. | Pandolfino Joseph | Director, 10% owner | SELL | $1.65 | 105,124 | $173,844 | 5,671,802 |
| 2014-12-30 01:15 | - | XXII | 22nd Century Group, Inc. | Pandolfino Joseph | Director, 10% owner | SELL | $1.54 | 41,722 | $64,252 | 5,776,926 |
| 2014-12-23 02:16 | - | XXII | 22nd Century Group, Inc. | Pandolfino Joseph | Director, 10% owner | SELL | $1.60 | 52,683 | $84,093 | 5,818,648 |
| 2014-12-18 00:21 | 2014-12-15 | XXII | 22nd Century Group, Inc. | Pandolfino Joseph | Director, 10% owner | SELL | $1.62 | 75,768 | $122,759 | 5,871,331 |
| 2014-12-12 00:23 | 2014-12-09 | XXII | 22nd Century Group, Inc. | Pandolfino Joseph | Director, 10% owner | SELL | $1.65 | 67,836 | $111,882 | 5,947,099 |
| 2014-11-21 23:11 | 2014-11-21 | PM | Philip Morris International Inc. | Marchionne Sergio | Director | BUY | $86.13 | 1,000 | $86,130 | 59,734 |
| 2014-11-20 23:47 | 2014-11-18 | MO | ALTRIA GROUP, INC. | Sakkab Nabil Y | Director | SELL | $49.35 | 12,585 | $621,026 | 16,955 |
| 2014-11-20 00:04 | 2014-11-17 | MO | ALTRIA GROUP, INC. | Nelson John R. | Officer | SELL | $49.06 | 1,640 | $80,462 | 407,288 |
| 2014-11-19 23:56 | 2014-11-17 | MO | ALTRIA GROUP, INC. | FLEET CLIFFORD B | Officer | SELL | $49.04 | 5,000 | $245,185 | 52,401 |
| 2014-10-30 22:12 | 2014-10-28 | PM | Philip Morris International Inc. | De Wilde Frederic | Officer | SELL | $88.18 | 10,000 | $881,780 | 131,614 |
| 2014-10-27 22:08 | 2014-10-23 | PM | Philip Morris International Inc. | Marchionne Sergio | Director | BUY | $87.98 | 1,000 | $87,980 | 58,734 |
| 2014-10-21 23:11 | 2014-10-20 | PM | Philip Morris International Inc. | CAMILLERI LOUIS C | Director, Officer | SELL | $86.30 | 140,000 | $12,081,664 | 1,198,307 |
| 2014-08-20 21:58 | 2014-08-19 | PM | Philip Morris International Inc. | Marchionne Sergio | Director | BUY | $85.10 | 1,000 | $85,100 | 57,734 |
| 2014-08-11 22:06 | 2014-08-08 | PM | Philip Morris International Inc. | Psotta Joachim | Officer | SELL | $82.80 | 10,000 | $828,000 | 154,122 |
| 2014-08-08 22:14 | 2014-08-06 | PM | Philip Morris International Inc. | CAMILLERI LOUIS C | Director, Officer | SELL | $83.01 | 36,000 | $2,988,479 | 1,338,307 |
| 2014-07-23 22:06 | 2014-07-21 | PM | Philip Morris International Inc. | Marchionne Sergio | Director | BUY | $85.25 | 1,000 | $85,250 | 56,734 |
| 2014-03-12 23:30 | 2014-03-10 | XXII | 22nd Century Group, Inc. | Pandolfino Joseph | Director, Officer, 10% owner | OPT+S | $5.73 | 95,000 | $544,103 | 6,014,935 |
| 2013-12-13 00:38 | 2013-12-10 | XXII | 22nd Century Group, Inc. | SAFFIRE RICHARD G | 10% owner | SELL | $1.55 | 10,000 | $15,500 | 3,827,516 |
| 2013-12-13 00:31 | 2013-12-10 | XXII | 22nd Century Group, Inc. | Clearwater Partners, LLC | 10% owner | SELL | $1.55 | 10,000 | $15,500 | 3,827,516 |
| 2013-12-12 00:11 | 2013-12-09 | XXII-OB | 22nd Century Group, Inc. | Moynihan Michael Robert | Officer | SELL | $1.47 | 15,000 | $22,070 | 978,934 |
| 2013-12-07 00:10 | 2013-12-04 | PM | Philip Morris International Inc. | CAMILLERI LOUIS C | Director, Officer | SELL | $85.52 | 60,000 | $5,131,290 | 1,463,294 |
| 2013-12-04 23:58 | 2013-12-02 | XXII | 22nd Century Group, Inc. | SAFFIRE RICHARD G | 10% owner | SELL | $1.35 | 10,000 | $13,500 | 3,837,516 |
| 2013-12-04 23:51 | 2013-12-02 | XXII | 22nd Century Group, Inc. | Clearwater Partners, LLC | 10% owner | SELL | $1.35 | 10,000 | $13,500 | 3,837,516 |
| 2013-11-27 21:33 | 2013-11-26 | PM | Philip Morris International Inc. | Marchionne Sergio | Director | BUY | $86.29 | 1,000 | $86,290 | 52,687 |
| 2013-11-22 00:14 | 2013-11-21 | XXII-OB | 22nd Century Group, Inc. | BRODFUEHRER JOHN T | Officer | BUY | $1.18 | 10,000 | $11,750 | 110,000 |
| 2013-11-22 00:01 | 2013-11-20 | MO | ALTRIA GROUP, INC. | Keane Denise F. | Officer | SELL | $37.57 | 40,729 | $1,530,372 | 330,533 |
| 2013-11-21 23:54 | 2013-11-19 | MO | ALTRIA GROUP, INC. | Johnson Craig A. | Officer | SELL | $37.79 | 17,000 | $642,450 | 144,951 |
| 2013-11-20 20:29 | 2013-11-18 | XXII | 22nd Century Group, Inc. | SAFFIRE RICHARD G | 10% owner | SELL | $1.09 | 30,074 | $32,702 | 3,847,516 |
| 2013-11-20 20:19 | 2013-11-18 | XXII | 22nd Century Group, Inc. | Clearwater Partners, LLC | 10% owner | SELL | $1.09 | 30,074 | $32,702 | 3,847,516 |
| 2013-11-14 01:46 | 2013-11-12 | XXII | 22nd Century Group, Inc. | SAFFIRE RICHARD G | 10% owner | SELL | $0.98 | 11,826 | $11,573 | 3,877,590 |
| 2013-11-14 01:38 | 2013-11-12 | XXII | 22nd Century Group, Inc. | Clearwater Partners, LLC | 10% owner | SELL | $0.98 | 11,826 | $11,573 | 3,877,590 |
| 2013-11-12 19:45 | 2013-11-07 | XXII | 22nd Century Group, Inc. | SAFFIRE RICHARD G | 10% owner | SELL | $1.03 | 7,100 | $7,326 | 3,889,416 |
| 2013-11-12 19:31 | 2013-11-07 | XXII | 22nd Century Group, Inc. | Clearwater Partners, LLC | 10% owner | SELL | $1.03 | 7,100 | $7,326 | 3,889,416 |
| 2013-11-09 00:07 | 2013-11-06 | XXII | 22nd Century Group, Inc. | SAFFIRE RICHARD G | 10% owner | SELL | $1.15 | 9,000 | $10,340 | 3,896,516 |
| 2013-11-08 19:43 | 2013-11-06 | XXII | 22nd Century Group, Inc. | Clearwater Partners, LLC | 10% owner | SELL | $1.15 | 9,000 | $10,340 | 3,896,516 |
| 2013-11-07 23:06 | 2013-11-06 | PM | Philip Morris International Inc. | FISHBURN J DUDLEY | Director | SELL | $90.61 | 1,862 | $168,724 | 25,662 |
| 2013-11-06 23:20 | 2013-11-05 | PM | Philip Morris International Inc. | King Martin G. | Officer | SELL | $90.02 | 15,867 | $1,428,274 | 146,311 |
| 2013-11-06 00:14 | 2013-10-18 | XXII-OB | 22nd Century Group, Inc. | Dunn Joseph A | Director | SELL | $1.13 | 60,000 | $67,974 | 50,000 |
| 2013-10-25 22:25 | 2013-10-23 | PM | Philip Morris International Inc. | Marchionne Sergio | Director | BUY | $87.51 | 1,000 | $87,510 | 51,687 |
| 2013-10-23 22:19 | 2013-10-21 | PM | Philip Morris International Inc. | Click Kevin | Officer | SELL | $86.48 | 9,046 | $782,292 | 61,527 |
| 2013-08-28 21:58 | 2013-08-26 | PM | Philip Morris International Inc. | Polles Jeanne | Officer | SELL | $85.27 | 3,000 | $255,815 | 28,131 |
| 2013-08-27 22:14 | 2013-08-23 | PM | Philip Morris International Inc. | Marchionne Sergio | Director | BUY | $84.42 | 1,000 | $84,420 | 50,687 |
| 2013-08-15 00:38 | 2013-08-13 | XXII-OB | 22nd Century Group, Inc. | Moynihan Michael Robert | Officer | SELL | $1.06 | 15,000 | $15,837 | 993,934 |
| 2013-08-09 22:42 | 2013-08-07 | PM | Philip Morris International Inc. | Mackay Graham | Director | BUY | $88.65 | 1,325 | $117,461 | 139,143 |
| 2013-08-06 22:45 | 2013-08-05 | PM | Philip Morris International Inc. | Mackay Graham | Director | BUY | $89.15 | 123,500 | $11,010,408 | 137,818 |
Sector-Wide Insider Alpha
Analyzing insider movements across the Cigarettes sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (2111) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.
SEC Filings in Cigarettes
Every transaction in the Cigarettes 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.