Mobile Homes
Standard Industrial Classification: SIC 2451
Industry Insider Sentiment Analysis
The Mobile Homes sector (SIC 2451) 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2024-09-24 17:56 | 2024-09-23 | LEGH | Legacy Housing Corp | Hodgson Curtis Drew | Director, 10% owner | SELL | $27.96 | 14,420 | $403,183 | 633,421 |
| 2024-09-18 17:19 | 2024-09-17 | LEGH | Legacy Housing Corp | Hodgson Curtis Drew | Director, 10% owner | SELL | $27.95 | 5,858 | $163,731 | 647,841 |
| 2024-09-17 04:47 | 2024-09-16 | LEGH | Legacy Housing Corp | Hodgson Curtis Drew | Director, 10% owner | SELL | $28.01 | 11,442 | $320,490 | 653,699 |
| 2024-09-16 21:52 | 2024-09-12 | CVCO | CAVCO INDUSTRIES, INC. | Blount Susan L | Director | OPT+S | $411.05 | 2,000 | $822,100 | 2,836 |
| 2024-09-16 21:55 | 2024-09-12 | CVCO | CAVCO INDUSTRIES, INC. | BUNGER STEVEN G | Director | OPT+S | $409.20 | 4,000 | $1,636,800 | 6,547 |
| 2024-09-13 20:35 | 2024-09-11 | CVCO | CAVCO INDUSTRIES, INC. | BIGBEE PAUL | Officer | OPT+S | $401.40 | 88 | $35,323 | 1,081 |
| 2024-09-12 22:48 | 2024-09-10 | SKY | Champion Homes, Inc. | Yost Mark J. | Director, Officer | SELL | $86.53 | 30,000 | $2,596,023 | 197,327 |
| 2024-09-10 22:08 | 2024-09-03 | LEGH | Legacy Housing Corp | Hodgson Curtis Drew | Director, 10% owner | SELL | $25.76 | 19,345 | $498,306 | 665,141 |
| 2024-09-07 01:57 | 2024-09-04 | SKY | Champion Homes, Inc. | MAK CAPITAL ONE LLC | SELL | $89.89 | 283,500 | $25,485,176 | 2,716,500 | |
| 2024-08-27 20:54 | 2024-08-26 | LEGH | Legacy Housing Corp | Hodgson Curtis Drew | Director, 10% owner | SELL | $27.73 | 13,387 | $371,222 | 684,486 |
| 2024-08-26 19:18 | 2024-08-23 | SKY | Champion Homes, Inc. | LYALL JONATHAN WADE | Officer | SELL | $89.90 | 10,000 | $899,000 | 36,082 |
| 2024-08-23 16:41 | 2024-08-21 | SKY | Champion Homes, Inc. | KIMMELL JOSEPH A. | Officer | OPT+S | $88.60 | 2,964 | $262,610 | 47,262 |
| 2024-08-21 16:00 | 2024-08-19 | SKY | Champion Homes, Inc. | Burkhardt Timothy A. | Officer | SELL | $89.43 | 2,874 | $257,007 | 38,792 |
| 2024-08-21 16:00 | 2024-08-19 | SKY | Champion Homes, Inc. | Hough Laurie M. | Officer | SELL | $88.64 | 5,354 | $474,579 | 105,153 |
| 2024-08-20 18:43 | 2024-08-19 | LEGH | Legacy Housing Corp | Hodgson Curtis Drew | Director, 10% owner | SELL | $26.08 | 17,300 | $451,184 | 697,873 |
| 2024-08-19 16:54 | 2024-08-15 | SKY | Champion Homes, Inc. | LYALL JONATHAN WADE | Officer | SELL | $87.88 | 12,448 | $1,093,930 | 46,082 |
| 2024-08-13 20:07 | 2024-08-09 | SKY | Champion Homes, Inc. | Larson Timothy Mark | Officer | SELL | $83.00 | 5,500 | $456,500 | 43,300 |
| 2024-08-13 20:13 | 2024-08-09 | SKY | Champion Homes, Inc. | Nelson Erin Mulligan | Director | SELL | $83.18 | 1,000 | $83,180 | 5,170 |
| 2024-08-13 20:11 | 2024-08-12 | SKY | Champion Homes, Inc. | Robinette Gary E | Director | SELL | $83.00 | 1,730 | $143,590 | 32,786 |
| 2024-08-13 20:09 | 2024-08-09 | SKY | Champion Homes, Inc. | Anderson Keith A | Director | SELL | $83.53 | 30,000 | $2,505,957 | 209,324 |
| 2024-08-13 20:15 | 2024-08-12 | SKY | Champion Homes, Inc. | Berman Michael B | Director | SELL | $82.34 | 3,496 | $287,861 | 8,099 |
| 2024-08-07 19:20 | 2024-08-06 | CVCO | CAVCO INDUSTRIES, INC. | Like Steven K. | Officer | SELL | $366.62 | 575 | $210,804 | 1,255 |
| 2024-06-18 17:00 | 2024-06-14 | SKY | Champion Homes, Inc. | Larson Timothy Mark | Officer | SELL | $71.98 | 3,500 | $251,930 | 48,800 |
| 2024-06-03 17:52 | 2024-05-30 | SKY | Champion Homes, Inc. | KIMMELL JOSEPH A. | Officer | SELL | $70.12 | 10,042 | $704,145 | 47,262 |
| 2024-03-27 19:18 | 2024-03-25 | LEGH | Legacy Housing Corp | Coll Francisco Javier | Director | BUY | $20.02 | 1,650 | $33,033 | 1,951 |
| 2024-03-26 21:30 | 2024-03-26 | LEGH | Legacy Housing Corp | Stouder Jeffrey Kyle | Director | BUY | $19.90 | 5,050 | $100,495 | 11,025 |
| 2024-03-25 17:49 | 2024-03-21 | LEGH | Legacy Housing Corp | Stouder Jeffrey Kyle | Director | BUY | $21.11 | 4,900 | $103,439 | 5,975 |
| 2024-03-13 00:46 | 2024-03-11 | LEGH | Legacy Housing Corp | Hodgson Curtis Drew | Director, 10% owner | SELL | $25.07 | 17,400 | $436,251 | 715,173 |
| 2024-03-05 01:42 | 2024-03-04 | LEGH | Legacy Housing Corp | Hodgson Curtis Drew | Director, 10% owner | SELL | $25.36 | 17,400 | $441,264 | 732,573 |
| 2024-02-28 05:33 | 2024-02-26 | LEGH | Legacy Housing Corp | Hodgson Curtis Drew | Director, 10% owner | SELL | $25.16 | 17,400 | $437,784 | 749,973 |
| 2024-02-22 00:37 | 2024-02-20 | LEGH | Legacy Housing Corp | Hodgson Curtis Drew | Director, 10% owner | SELL | $24.85 | 17,400 | $432,390 | 767,373 |
| 2024-02-22 05:47 | 2024-02-16 | LEGH | Legacy Housing Corp | Shipley Kenneth E | Director, Officer, 10% owner | SELL | $24.40 | 33,000 | $805,200 | 2,893,610 |
| 2024-02-22 05:46 | 2024-02-16 | LEGH | Legacy Housing Corp | Shipley Douglas M | 10% owner | SELL | $24.40 | 34,000 | $829,600 | 2,885,978 |
| 2024-02-21 00:38 | 2024-02-16 | LEGH | Legacy Housing Corp | Shipley Kenneth E | Director, Officer, 10% owner | SELL | $24.40 | 34,000 | $829,600 | 2,892,610 |
| 2024-02-21 00:37 | 2024-02-16 | LEGH | Legacy Housing Corp | Shipley Douglas M | 10% owner | SELL | $24.40 | 33,000 | $805,200 | 2,886,978 |
| 2024-02-21 00:36 | 2024-02-16 | LEGH | Legacy Housing Corp | Shipley William G | 10% owner | SELL | $24.40 | 33,000 | $805,200 | 2,865,953 |
| 2024-02-15 01:59 | 2024-02-14 | CVCO | CAVCO INDUSTRIES, INC. | BIGBEE PAUL | Officer | SELL | $367.13 | 262 | $96,188 | 766 |
| 2024-02-13 23:05 | 2024-02-12 | LEGH | Legacy Housing Corp | Hodgson Curtis Drew | Director, 10% owner | SELL | $25.57 | 17,400 | $444,918 | 784,773 |
| 2024-02-13 02:00 | 2024-02-09 | CVCO | CAVCO INDUSTRIES, INC. | Nino Matthew A | Officer | OPT+S | $360.00 | 2,357 | $848,520 | 1,248 |
| 2024-02-07 05:14 | 2024-02-05 | LEGH | Legacy Housing Corp | Hodgson Curtis Drew | Director, 10% owner | SELL | $24.21 | 17,400 | $421,254 | 802,173 |
| 2024-01-31 02:08 | 2024-01-29 | LEGH | Legacy Housing Corp | Hodgson Curtis Drew | Director, 10% owner | SELL | $23.99 | 17,400 | $417,376 | 819,573 |
| 2024-01-23 05:29 | 2024-01-22 | LEGH | Legacy Housing Corp | Hodgson Curtis Drew | Director, 10% owner | SELL | $23.29 | 17,400 | $405,246 | 836,973 |
| 2024-01-18 01:28 | 2024-01-16 | LEGH | Legacy Housing Corp | Hodgson Curtis Drew | Director, 10% owner | SELL | $23.53 | 7,400 | $174,122 | 854,373 |
| 2024-01-10 00:54 | 2024-01-08 | LEGH | Legacy Housing Corp | Hodgson Curtis Drew | Director, 10% owner | SELL | $23.77 | 17,400 | $413,516 | 861,773 |
| 2024-01-03 00:45 | 2024-01-02 | LEGH | Legacy Housing Corp | Hodgson Curtis Drew | Director, 10% owner | SELL | $24.87 | 17,400 | $432,738 | 879,173 |
| 2023-12-27 03:45 | 2023-12-26 | LEGH | Legacy Housing Corp | Hodgson Curtis Drew | Director, 10% owner | SELL | $24.25 | 17,400 | $421,950 | 896,573 |
| 2023-12-20 01:23 | 2023-12-18 | LEGH | Legacy Housing Corp | Hodgson Curtis Drew | Director, 10% owner | SELL | $24.26 | 17,400 | $422,124 | 913,973 |
| 2023-12-18 23:13 | 2023-12-15 | SKY | Champion Homes, Inc. | Anderson Keith A | Director | OPT+S | $73.00 | 18,750 | $1,368,750 | 238,098 |
| 2023-12-18 23:13 | 2023-12-14 | SKY | Champion Homes, Inc. | Berman Michael B | Director | SELL | $72.47 | 1,698 | $123,054 | 0 |
| 2023-12-12 05:19 | 2023-12-08 | LEGH | Legacy Housing Corp | Hodgson Curtis Drew | Director, 10% owner | SELL | $22.65 | 19,621 | $444,382 | 931,373 |
Sector-Wide Insider Alpha
Analyzing insider movements across the Mobile Homes sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (2451) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.
SEC Filings in Mobile Homes
Every transaction in the Mobile Homes 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.