Paper Mills
Standard Industrial Classification: SIC 2621
Industry Insider Sentiment Analysis
The Paper Mills sector (SIC 2621) 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2022-12-13 00:12 | 2022-11-25 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $20.66 | 24,474 | $505,706 | 284,699 |
| 2022-12-02 01:01 | 2022-11-30 | IP | INTERNATIONAL PAPER CO /NEW/ | PLATH THOMAS J. | Officer | SELL | $36.00 | 2,000 | $72,000 | 49,953 |
| 2022-11-24 02:32 | 2022-11-22 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $19.92 | 2,114 | $42,111 | 260,225 |
| 2022-11-22 01:36 | 2022-11-18 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $19.27 | 3,000 | $57,810 | 258,111 |
| 2022-11-18 17:23 | 2022-11-16 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $19.05 | 1,911 | $36,405 | 255,111 |
| 2022-11-17 00:18 | 2022-11-14 | MATV | Mativ Holdings, Inc. | COOK WILLIAM M | Director | BUY | $29.09 | 1,500 | $43,635 | 17,534 |
| 2022-11-17 00:16 | 2022-11-14 | MATV | Mativ Holdings, Inc. | ROGERS JOHN | Director | BUY | $18.88 | 1,000 | $18,880 | 47,235 |
| 2022-11-17 00:16 | 2022-11-14 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $19.20 | 3,200 | $61,440 | 253,200 |
| 2022-10-31 22:56 | 2022-10-31 | IP | INTERNATIONAL PAPER CO /NEW/ | Nicholls Timothy S | Officer | SELL | $33.66 | 7,500 | $252,473 | 101,897 |
| 2022-10-06 00:01 | 2022-08-12 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $24.12 | 3,000 | $72,345 | 250,000 |
| 2022-09-20 23:22 | 2022-09-19 | MATV | Mativ Holdings, Inc. | COOK WILLIAM M | Director | BUY | $24.93 | 1,500 | $37,395 | 14,845 |
| 2022-09-20 01:25 | 2022-09-13 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $24.44 | 36,698 | $897,009 | 247,000 |
| 2022-09-15 00:01 | 2022-09-12 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $25.77 | 10,600 | $273,162 | 210,302 |
| 2022-09-13 16:50 | 2022-09-12 | SLVM | Sylvamo Corp | CITIGROUP INC | SELL | $36.25 | 4,614,358 | $167,270,478 | 15,318 | |
| 2022-09-13 23:27 | 2022-09-09 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $25.03 | 6,000 | $150,180 | 199,702 |
| 2022-09-13 01:17 | 2022-09-12 | SLVM | Sylvamo Corp | INTERNATIONAL PAPER CO /NEW/ | 10% owner | SELL | $36.25 | 4,614,358 | $167,270,478 | 0 |
| 2022-09-10 04:10 | 2022-09-07 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $24.22 | 6,532 | $158,227 | 193,702 |
| 2022-09-08 15:55 | 2022-09-07 | GLT | Magnera Corp | Hackett Darrel H. | Director | BUY | $4.20 | 25,000 | $105,000 | 36,702 |
| 2022-09-08 20:12 | 2022-09-07 | GLT | Magnera Corp | Laures Wolfgang | Officer | BUY | $4.25 | 23,000 | $97,773 | 23,000 |
| 2022-09-07 22:19 | 2022-09-06 | GLT | Magnera Corp | Fahnemann Thomas | Director, Officer | BUY | $3.90 | 13,000 | $50,752 | 613,000 |
| 2022-09-08 00:07 | 2022-09-02 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $22.75 | 15,000 | $341,295 | 187,170 |
| 2022-08-30 19:50 | 2022-08-29 | GLT | Magnera Corp | Fogarty Kevin Michael | Director | BUY | $4.72 | 25,000 | $118,100 | 50,000 |
| 2022-08-29 22:46 | 2022-08-29 | GLT | Magnera Corp | HALL J ROBERT | Director | BUY | $4.66 | 20,000 | $93,120 | 107,573 |
| 2022-08-22 23:39 | 2022-08-18 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $24.60 | 500 | $12,300 | 172,170 |
| 2022-08-18 00:19 | 2022-08-16 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $25.57 | 1,500 | $38,360 | 171,670 |
| 2022-08-16 22:39 | 2022-08-16 | IP | INTERNATIONAL PAPER CO /NEW/ | Goughnour Holly G. | Officer | SELL | $44.69 | 2,155 | $96,307 | 5,351 |
| 2022-08-16 01:34 | 2022-08-15 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $23.25 | 1,000 | $23,250 | 170,170 |
| 2022-08-16 01:33 | 2022-08-15 | MATV | Mativ Holdings, Inc. | Warlick Anderson Davis | Director | BUY | $24.84 | 10,000 | $248,379 | 75,013 |
| 2022-08-16 01:30 | 2022-08-12 | MATV | Mativ Holdings, Inc. | Schertell Julie | Director, Officer | BUY | $23.93 | 21,600 | $516,845 | 163,891 |
| 2022-08-13 00:18 | 2022-08-12 | MATV | Mativ Holdings, Inc. | Schertell Julie | Director, Officer | BUY | $24.10 | 21,600 | $520,560 | 31,358 |
| 2022-08-13 00:18 | 2022-08-12 | MATV | Mativ Holdings, Inc. | ROGERS JOHN | Director | BUY | $23.35 | 1,000 | $23,350 | 46,235 |
| 2022-06-06 15:06 | 2022-05-26 | SWM | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $27.25 | 12,600 | $343,313 | 130,000 |
| 2022-06-02 00:13 | 2022-05-26 | SWM | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $27.44 | 1,400 | $38,410 | 117,400 |
| 2022-05-27 01:38 | 2022-05-24 | SWM | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $26.41 | 10,000 | $264,060 | 116,000 |
| 2022-05-25 23:14 | 2022-05-23 | SWM | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $26.58 | 6,000 | $159,480 | 106,000 |
| 2022-05-24 22:38 | 2022-05-20 | GLT | Magnera Corp | ELDER DAVID C | Officer | BUY | $7.94 | 5,000 | $39,720 | 73,166 |
| 2022-05-23 22:51 | 2022-05-19 | GLT | Magnera Corp | PARRINI DANTE C | Director, Officer | BUY | $7.68 | 13,200 | $101,400 | 454,256 |
| 2022-05-23 23:42 | 2022-05-20 | SWM | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $26.30 | 11,000 | $289,255 | 100,000 |
| 2022-05-20 23:04 | 2022-05-19 | SWM | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $27.06 | 12,000 | $324,708 | 89,000 |
| 2022-05-19 22:15 | 2022-05-19 | GLT | Magnera Corp | Shettigar Ramesh | Officer | BUY | $7.85 | 10,000 | $78,530 | 18,525 |
| 2022-05-17 17:38 | 2022-05-13 | SWM | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $26.53 | 8,000 | $212,250 | 77,000 |
| 2022-05-16 20:50 | 2022-05-16 | IP | INTERNATIONAL PAPER CO /NEW/ | Hamic William Thomas | Officer | SELL | $47.72 | 3,630 | $173,235 | 22,050 |
| 2022-05-13 23:19 | 2022-05-13 | SWM | Mativ Holdings, Inc. | Ritrievi Kimberly E | Director | BUY | $27.15 | 1,000 | $27,150 | 7,000 |
| 2022-05-12 23:23 | 2022-05-10 | SWM | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $26.12 | 10,000 | $261,193 | 69,000 |
| 2022-05-12 23:20 | 2022-05-12 | SWM | Mativ Holdings, Inc. | ROGERS JOHN | Director | BUY | $26.20 | 1,000 | $26,200 | 5,004 |
| 2022-05-10 23:37 | 2022-05-09 | SWM | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $26.20 | 9,000 | $235,838 | 59,000 |
| 2022-05-10 23:36 | 2022-05-10 | SWM | Mativ Holdings, Inc. | ROGERS JOHN | Director | BUY | $25.75 | 1,000 | $25,750 | 4,004 |
| 2022-04-22 18:03 | 2022-04-21 | SLVM | Sylvamo Corp | INTERNATIONAL PAPER CO /NEW/ | 10% owner | SELL | $34.75 | 4,132,000 | $143,587,000 | 4,614,358 |
| 2022-03-07 20:29 | 2022-03-03 | GLT | Magnera Corp | Brown Bruce | Director | BUY | $13.60 | 3,750 | $51,000 | 3,750 |
| 2022-03-03 00:17 | 2022-02-28 | GLT | Magnera Corp | Fogarty Kevin Michael | Director | BUY | $13.40 | 25,000 | $335,035 | 25,000 |
Sector-Wide Insider Alpha
Analyzing insider movements across the Paper Mills sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (2621) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.
SEC Filings in Paper Mills
Every transaction in the Paper Mills 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.