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Sector Analysis

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 393 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.

Last 7 Days
$18,529
Buys
$28,819,974
Sells
Last 30 Days
$18,529
Buys
$28,849,566
Sells
Filing Date Trade Date Ticker Company Reporting Person Relationship Type Price Qty Total, $ Owned After
2010-07-29 22:05 2010-07-27 PM Philip Morris International Inc. Marchionne Sergio Director BUY $51.17 1,500 $76,755 15,727
2010-05-27 22:17 2010-05-26 PM Philip Morris International Inc. Marchionne Sergio Director BUY $43.98 1,700 $74,766 14,227
2010-05-27 22:13 2010-05-25 PM Philip Morris International Inc. Marchionne Sergio Director BUY $43.38 1,700 $73,748 12,527
2010-05-12 23:08 2010-05-10 MO ALTRIA GROUP, INC. HUNTLEY ROBERT ER Director SELL $21.50 5,938 $127,667 6,000
2010-05-03 22:47 2010-04-29 MO ALTRIA GROUP, INC. Keane Denise F. Officer OPT+S $21.27 33,960 $722,329 342,690
2010-04-27 21:20 2010-04-23 PM Philip Morris International Inc. Marchionne Sergio Director BUY $50.89 1,500 $76,337 7,905
2010-03-24 23:18 2010-03-22 PM Philip Morris International Inc. Psotta Joachim Officer OPT+S $52.68 17,308 $911,834 85,603
2010-03-24 23:02 2010-03-22 PM Philip Morris International Inc. BROWN HAROLD Director OPT+S $52.81 9,638 $509,009 17,781
2009-12-24 19:30 2009-12-22 PM Philip Morris International Inc. Olczak Jacek Officer OPT+S $49.67 7,419 $368,512 46,918
2009-12-22 23:26 2009-12-18 PM Philip Morris International Inc. Friedman Mark Officer OPT+S $49.04 7,964 $390,592 51,992
2009-11-13 23:04 2009-11-11 PM Philip Morris International Inc. FISHBURN J DUDLEY Director OPT+S $49.49 8,404 $415,944 21,814
2009-11-12 23:29 2009-11-09 MO ALTRIA GROUP, INC. BAILEY ELIZABETH E Director OPT+S $18.88 14,334 $270,626 52,384
2009-11-07 00:05 2009-11-04 MO ALTRIA GROUP, INC. Keane Denise F. Officer OPT+S $18.56 41,700 $773,960 192,911
2009-11-07 00:01 2009-11-04 MO ALTRIA GROUP, INC. Paoli Peter P. Officer OPT+S $18.50 11,560 $213,860 131,934
2009-11-04 00:10 2009-10-30 MO ALTRIA GROUP, INC. Keane Denise F. Officer OPT+S $18.25 22,595 $412,458 192,911
2009-06-12 21:46 2009-06-10 PM Philip Morris International Inc. Friedman Mark Officer OPT+S $42.87 6,999 $300,047 51,992
2008-12-29 23:01 2008-12-24 PM Philip Morris International Inc. Kuepfer Marco Officer SELL $42.48 4,500 $191,160 120,342
2008-12-24 21:04 2008-12-23 PM Philip Morris International Inc. Kuepfer Marco Officer SELL $42.30 10,000 $423,000 124,842
2008-10-28 22:28 2008-10-24 PM Philip Morris International Inc. Matteo Pellegrini Officer BUY $40.00 4,700 $188,000 89,491
2008-06-12 22:04 2008-06-10 PM Philip Morris International Inc. Regorda Daniele Officer BUY $48.76 4,000 $195,036 71,014
2008-06-11 23:57 2008-06-09 PM Philip Morris International Inc. Kuepfer Marco Officer BUY $49.42 2,500 $123,548 134,842
2008-05-22 22:23 2008-05-21 PM Philip Morris International Inc. Friedman Mark Officer OPT+S $52.90 5,929 $313,672 29,688
2008-05-19 22:30 2008-05-15 PM Philip Morris International Inc. WALL CHARLES R Officer OPT+S $52.70 131,599 $6,934,833 421,552
2008-05-15 22:38 2008-05-13 PM Philip Morris International Inc. Waldemer Hermann Officer BUY $52.50 25,000 $1,312,500 178,186
2008-05-13 22:22 2008-05-09 PM Philip Morris International Inc. CAMILLERI LOUIS C Director, Officer OPT+S $51.73 171,099 $8,851,482 1,228,702
2008-04-03 22:27 2008-04-01 PM Philip Morris International Inc. Psotta Joachim Officer BUY $51.00 14,000 $714,000 41,993
2008-04-03 22:21 2008-04-01 PM Philip Morris International Inc. Kuepfer Marco Officer BUY $49.70 1,841 $91,493 119,183
2008-04-02 23:59 2008-03-31 PM Philip Morris International Inc. CAMILLERI LOUIS C Officer BUY $52.65 1,000 $52,650 1,228,702
2008-04-02 23:56 2008-03-31 PM Philip Morris International Inc. Hurwitz Even Officer BUY $52.65 36,500 $1,921,725 63,099
2008-04-02 01:20 2008-03-28 PM Philip Morris International Inc. Kuepfer Marco Officer BUY $49.04 110,000 $5,394,202 114,415
2008-04-02 01:15 2008-03-28 PM Philip Morris International Inc. CALANTZOPOULOS ANDRE Officer BUY $50.42 130,100 $6,559,187 190,432
2008-04-02 01:12 2008-03-28 PM Philip Morris International Inc. Degola Paolo Officer BUY $50.65 115,000 $5,824,785 132,244
2008-04-02 01:06 2008-03-28 PM Philip Morris International Inc. Kunz Jean-Claude Officer BUY $49.64 30,000 $1,489,266 47,699
2008-04-02 01:03 2008-03-28 PM Philip Morris International Inc. Matteo Pellegrini Officer BUY $51.40 4,000 $205,600 63,278
2008-04-02 01:01 2008-03-28 PM Philip Morris International Inc. Psotta Joachim Officer BUY $50.49 20,400 $1,030,043 24,721
2008-04-02 00:57 2008-03-28 PM Philip Morris International Inc. Regorda Daniele Officer BUY $49.45 36,000 $1,780,124 49,025
2008-04-02 00:47 2008-03-28 PM Philip Morris International Inc. Waldemer Hermann Officer BUY $49.13 101,000 $4,962,342 132,619
2008-03-14 22:56 2008-03-12 MO ALTRIA GROUP, INC. HUNTLEY ROBERT ER Director OPT+S $75.03 4,605 $345,529 48,211
2008-03-14 16:30 2008-03-12 MO ALTRIA GROUP, INC. CALANTZOPOULOS ANDRE Officer SELL $74.90 31,518 $2,360,698 87,692
2008-02-14 20:14 2008-02-12 MO ALTRIA GROUP, INC. SMITH WALTER V Officer OPT+S $72.42 14,480 $1,048,617 30,859
2007-06-14 17:27 2007-06-12 MO ALTRIA GROUP, INC. CALANTZOPOULOS ANDRE Officer OPT+S $70.25 7,853 $551,665 92,691
2007-05-21 22:02 2007-05-17 MO ALTRIA GROUP, INC. TIESI JOSEPH A Officer OPT+S $70.03 5,700 $399,149 60,819
2007-05-17 21:19 2007-05-15 MO ALTRIA GROUP, INC. GREENBERG DAVID I Officer OPT+S $69.66 18,520 $1,290,099 85,961
2007-05-16 23:00 2007-05-15 MO ALTRIA GROUP, INC. HOLSENBECK G PENN Officer OPT+S $69.68 10,877 $757,896 91,100
2007-05-14 17:25 2007-05-10 MO ALTRIA GROUP, INC. SMITH WALTER V Officer OPT+S $68.69 11,970 $822,220 26,262
2007-05-11 21:07 2007-05-09 MO ALTRIA GROUP, INC. ENGEL AMY J Officer OPT+S $68.54 8,780 $601,795 53,984
2007-05-01 17:07 2007-04-27 MO ALTRIA GROUP, INC. PARRISH STEVEN C Officer OPT+S $69.41 109,500 $7,600,209 290,102
2007-03-15 22:21 2007-03-13 MO ALTRIA GROUP, INC. CALANTZOPOULOS ANDRE Officer SELL $85.02 139,161 $11,831,468 0
2006-10-31 21:45 2006-10-27 MO ALTRIA GROUP, INC. CALANTZOPOULOS ANDRE Officer SELL $81.22 7,870 $639,201 198,270
2006-08-01 19:53 2006-07-28 MO ALTRIA GROUP, INC. NOTO LUCIO A Director BUY $80.42 443 $35,626 34,136
SHOW ENTRIES
PAGE 7 OF 8 | TOTAL 393 FILINGS

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.