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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2014-02-18 23:41 | 2014-02-18 | IP | INTERNATIONAL PAPER CO /NEW/ | Joseph Tommy S | Officer | SELL | $49.18 | 12,400 | $609,825 | 147,847 |
| 2014-02-05 21:16 | 2014-02-05 | IP | INTERNATIONAL PAPER CO /NEW/ | Roberts Carol L | Officer | SELL | $45.85 | 32,977 | $1,511,962 | 24,451 |
| 2014-02-03 18:51 | 2014-02-03 | IP | INTERNATIONAL PAPER CO /NEW/ | FARACI JOHN V | Director, Officer | SELL | $47.64 | 10,000 | $476,400 | 1,742,533 |
| 2014-01-02 21:42 | 2014-01-02 | IP | INTERNATIONAL PAPER CO /NEW/ | FARACI JOHN V | Director, Officer | SELL | $48.58 | 10,000 | $485,800 | 1,752,533 |
| 2014-01-03 00:37 | 2014-01-02 | SWM | Mativ Holdings, Inc. | Fievez Michel | Officer | SELL | $50.49 | 20,000 | $1,009,858 | 91,394 |
| 2013-12-20 16:42 | 2013-12-18 | SWM | Mativ Holdings, Inc. | Fievez Michel | Officer | SELL | $50.00 | 20,000 | $1,000,000 | 111,394 |
| 2013-12-18 23:24 | 2013-12-17 | IP | INTERNATIONAL PAPER CO /NEW/ | Hoel William P | Officer | SELL | $48.36 | 4,968 | $240,252 | 0 |
| 2013-12-18 23:07 | 2013-12-17 | IP | INTERNATIONAL PAPER CO /NEW/ | Turner John F | Director | SELL | $48.29 | 8,020 | $387,299 | 3,997 |
| 2013-12-02 20:05 | 2013-12-02 | IP | INTERNATIONAL PAPER CO /NEW/ | FARACI JOHN V | Director, Officer | SELL | $46.63 | 10,000 | $466,300 | 1,583,038 |
| 2013-11-25 21:38 | 2013-11-05 | GLT | Magnera Corp | Bourget Jonathan | Officer | SELL | $26.99 | 8,000 | $215,954 | 1,500 |
| 2013-11-04 19:18 | 2013-11-01 | IP | INTERNATIONAL PAPER CO /NEW/ | FARACI JOHN V | Director, Officer | SELL | $45.00 | 10,000 | $450,000 | 1,593,038 |
| 2013-10-01 22:12 | 2013-10-01 | IP | INTERNATIONAL PAPER CO /NEW/ | FARACI JOHN V | Director, Officer | SELL | $45.00 | 10,000 | $450,000 | 1,603,038 |
| 2013-09-03 19:21 | 2013-09-03 | IP | INTERNATIONAL PAPER CO /NEW/ | FARACI JOHN V | Director, Officer | SELL | $47.79 | 10,000 | $477,900 | 1,613,038 |
| 2013-08-01 19:31 | 2013-08-01 | IP | INTERNATIONAL PAPER CO /NEW/ | Laschinger Mary A | Officer | SELL | $49.50 | 10,000 | $495,000 | 197,307 |
| 2013-08-01 18:48 | 2013-08-01 | IP | INTERNATIONAL PAPER CO /NEW/ | FARACI JOHN V | Director, Officer | SELL | $48.80 | 10,000 | $488,000 | 1,623,038 |
| 2013-07-29 18:36 | 2013-07-26 | IP | INTERNATIONAL PAPER CO /NEW/ | Karre Paul J. | Officer | OPT+S | $48.66 | 7,000 | $340,646 | 114,245 |
| 2013-07-29 18:34 | 2013-07-26 | IP | INTERNATIONAL PAPER CO /NEW/ | Roberts Carol L | Officer | OPT+S | $49.74 | 11,000 | $547,140 | 265,188 |
| 2013-07-01 19:27 | 2013-07-01 | IP | INTERNATIONAL PAPER CO /NEW/ | FARACI JOHN V | Director, Officer | SELL | $44.55 | 10,000 | $445,500 | 1,633,038 |
| 2013-06-14 18:50 | 2013-06-14 | IP | INTERNATIONAL PAPER CO /NEW/ | Balboni John N | Officer | SELL | $45.62 | 325 | $14,827 | 110,706 |
| 2013-06-13 23:24 | 2013-06-13 | IP | INTERNATIONAL PAPER CO /NEW/ | Nicholls Timothy S | Officer | OPT+S | $44.95 | 9,000 | $404,581 | 194,284 |
| 2013-06-04 16:56 | 2013-06-03 | IP | INTERNATIONAL PAPER CO /NEW/ | FARACI JOHN V | Director, Officer | SELL | $46.18 | 10,000 | $461,800 | 1,643,038 |
| 2013-05-28 19:31 | 2013-05-24 | IP | INTERNATIONAL PAPER CO /NEW/ | Pacheco Maximo | Officer | SELL | $46.69 | 16,418 | $766,538 | 79,143 |
| 2013-05-17 22:14 | 2013-05-17 | IP | INTERNATIONAL PAPER CO /NEW/ | Balboni John N | Officer | SELL | $47.88 | 8,000 | $383,055 | 111,031 |
| 2013-05-16 22:31 | 2013-05-16 | IP | INTERNATIONAL PAPER CO /NEW/ | Nicholls Timothy S | Officer | SELL | $48.31 | 11,120 | $537,172 | 194,284 |
| 2013-05-15 19:25 | 2013-05-14 | GLT | Magnera Corp | STEWART LEE C | Director | OPT+S | $24.87 | 2,500 | $62,186 | 26,052 |
| 2013-05-06 20:22 | 2013-05-06 | IP | INTERNATIONAL PAPER CO /NEW/ | Nicholls Timothy S | Officer | SELL | $45.90 | 35,000 | $1,606,371 | 205,404 |
| 2013-05-06 18:49 | 2013-05-06 | IP | INTERNATIONAL PAPER CO /NEW/ | Pacheco Maximo | Officer | SELL | $45.63 | 4,846 | $221,123 | 95,561 |
| 2013-05-01 18:44 | 2013-05-01 | IP | INTERNATIONAL PAPER CO /NEW/ | FARACI JOHN V | Director, Officer | SELL | $46.76 | 10,000 | $467,600 | 1,653,038 |
| 2013-04-08 18:22 | 2013-04-05 | IP | INTERNATIONAL PAPER CO /NEW/ | FARACI JOHN V | Director, Officer | SELL | $45.69 | 10,000 | $456,900 | 1,663,038 |
| 2013-03-20 19:34 | 2013-03-20 | IP | INTERNATIONAL PAPER CO /NEW/ | Herrington Terri | Officer | SELL | $45.39 | 8,369 | $379,837 | 37,460 |
| 2013-03-15 18:44 | 2013-03-14 | IP | INTERNATIONAL PAPER CO /NEW/ | Balboni John N | Officer | OPT+S | $45.93 | 10,000 | $459,302 | 119,031 |
| 2013-03-12 20:18 | 2013-03-12 | IP | INTERNATIONAL PAPER CO /NEW/ | Pacheco Maximo | Officer | SELL | $47.03 | 30,000 | $1,410,774 | 100,407 |
| 2013-03-08 21:28 | 2013-03-07 | IP | INTERNATIONAL PAPER CO /NEW/ | Kadien Thomas G | Officer | OPT+S | $46.00 | 15,000 | $690,000 | 181,820 |
| 2013-03-06 18:44 | 2013-03-05 | IP | INTERNATIONAL PAPER CO /NEW/ | Hoel William P | Officer | OPT+S | $45.23 | 12,500 | $565,403 | 175,775 |
| 2013-03-06 18:39 | 2013-03-05 | IP | INTERNATIONAL PAPER CO /NEW/ | FARACI JOHN V | Director, Officer | OPT+S | $45.24 | 48,000 | $2,171,558 | 1,673,038 |
| 2013-03-05 23:14 | 2013-03-05 | IP | INTERNATIONAL PAPER CO /NEW/ | Herrington Terri | Officer | SELL | $45.16 | 7,819 | $353,117 | 45,829 |
| 2013-03-04 22:50 | 2013-03-04 | IP | INTERNATIONAL PAPER CO /NEW/ | Laschinger Mary A | Officer | OPT+S | $44.16 | 6,000 | $264,941 | 206,970 |
| 2013-03-02 00:15 | 2013-03-01 | IP | INTERNATIONAL PAPER CO /NEW/ | Ealy Carleton C | Officer | OPT+S | $44.19 | 17,500 | $773,323 | 111,856 |
| 2013-03-01 01:10 | 2013-02-28 | IP | INTERNATIONAL PAPER CO /NEW/ | Ryan Sharon R. | Officer | OPT+S | $44.33 | 18,250 | $809,112 | 125,938 |
| 2013-03-01 01:08 | 2013-02-28 | IP | INTERNATIONAL PAPER CO /NEW/ | Joseph Tommy S | Officer | OPT+S | $44.00 | 8,250 | $363,000 | 138,210 |
| 2013-03-01 01:09 | 2013-02-27 | IP | INTERNATIONAL PAPER CO /NEW/ | Sutton Mark S | Officer | OPT+S | $44.14 | 28,250 | $1,247,074 | 158,425 |
| 2013-02-22 01:38 | 2013-02-21 | IP | INTERNATIONAL PAPER CO /NEW/ | Pacheco Maximo | Officer | SELL | $41.06 | 37,000 | $1,519,216 | 130,407 |
| 2013-02-15 20:12 | 2013-02-15 | IP | INTERNATIONAL PAPER CO /NEW/ | FARACI JOHN V | Director, Officer | SELL | $41.93 | 6,000 | $251,580 | 1,683,146 |
| 2013-02-05 17:10 | 2013-02-01 | SWM | Mativ Holdings, Inc. | HERBST OTTO R | Officer | SELL | $40.74 | 10,000 | $407,445 | 80,424 |
| 2013-02-01 17:25 | 2013-01-30 | SWM | Mativ Holdings, Inc. | HERBST OTTO R | Officer | SELL | $40.92 | 27,000 | $1,104,748 | 90,424 |
| 2013-01-30 19:40 | 2013-01-30 | IP | INTERNATIONAL PAPER CO /NEW/ | Joseph Tommy S | Officer | OPT+S | $41.54 | 7,500 | $311,550 | 154,396 |
| 2013-01-31 00:39 | 2013-01-30 | IP | INTERNATIONAL PAPER CO /NEW/ | Pacheco Maximo | Officer | OPT+S | $41.84 | 31,000 | $1,296,897 | 163,581 |
| 2013-01-30 16:43 | 2013-01-28 | SWM | Mativ Holdings, Inc. | HERBST OTTO R | Officer | SELL | $41.53 | 30,000 | $1,245,870 | 117,424 |
| 2013-01-28 15:59 | 2013-01-24 | SWM | Mativ Holdings, Inc. | HERBST OTTO R | Officer | SELL | $41.67 | 30,000 | $1,250,040 | 147,424 |
| 2013-01-15 19:17 | 2013-01-15 | IP | INTERNATIONAL PAPER CO /NEW/ | FARACI JOHN V | Director, Officer | SELL | $40.48 | 6,000 | $242,880 | 1,783,002 |
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.