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Sector Analysis

Electronic Computers

Standard Industrial Classification: SIC 3571

Industry Insider Sentiment Analysis

The Electronic Computers sector (SIC 3571) 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
2020-09-17 02:56 2020-09-15 OMCL OMNICELL, INC. LIPPS RANDALL A Director, Officer SELL $75.58 15,143 $1,144,511 240,548
2020-09-10 00:47 2020-09-04 DELL Dell Technologies Inc. CLARKE JEFFREY W Officer OPT+S $64.52 73,275 $4,727,967 384,445
2020-09-05 01:24 2020-09-02 DELL Dell Technologies Inc. CLARKE JEFFREY W Officer OPT+S $66.51 146,550 $9,747,392 384,445
2020-09-03 02:18 2020-08-25 OSS ONE STOP SYSTEMS, INC. Cooper Steve D 10% owner SELL $2.68 47,750 $128,123 3,042,675
2020-09-03 02:34 2020-07-29 OMCL OMNICELL, INC. LIPPS RANDALL A Director, Officer SELL $75.15 3,718 $279,398 255,691
2020-09-03 00:12 2020-08-31 DELL Dell Technologies Inc. CLARKE JEFFREY W Officer OPT+S $66.52 146,550 $9,749,209 384,445
2020-09-01 23:49 2020-08-28 SMCI Super Micro Computer, Inc. TUAN SHERMAN Director OPT+S $27.08 10,000 $270,792 2,787
2020-08-29 00:36 2020-08-27 SMCI Super Micro Computer, Inc. Tsai Hwei-Ming Fred Director SELL $26.00 2,000 $52,000 237,000
2020-08-27 23:41 2020-08-25 SMCI Super Micro Computer, Inc. Tsai Hwei-Ming Fred Director SELL $26.50 1,000 $26,500 239,000
2020-08-26 00:59 2020-08-21 OSS ONE STOP SYSTEMS, INC. Reardon James M Officer SELL $2.57 80,619 $206,812 1,117,911
2020-08-25 23:41 2020-08-24 SMCI Super Micro Computer, Inc. Tsai Hwei-Ming Fred Director SELL $26.83 3,000 $80,499 240,000
2020-08-26 01:45 2020-08-25 AAPL Apple Inc. COOK TIMOTHY D Director, Officer OPT+S $496.91 265,160 $131,761,769 837,374
2020-08-25 00:38 2020-08-20 OSS ONE STOP SYSTEMS, INC. Cooper Steve D 10% owner SELL $2.52 12,250 $30,870 3,090,425
2020-08-21 23:18 2020-08-19 OSS ONE STOP SYSTEMS, INC. Reardon James M Officer SELL $2.50 19,381 $48,511 1,198,530
2020-08-20 03:11 2020-08-14 OSS ONE STOP SYSTEMS, INC. Harrison Jack Director BUY $2.27 5,000 $11,350 20,451
2020-08-20 03:18 2020-08-18 OSS ONE STOP SYSTEMS, INC. RAUN DAVID Director, Officer BUY $2.29 5,000 $11,450 57,910
2020-08-19 03:36 2020-08-14 OSS ONE STOP SYSTEMS, INC. Matz Gregory W Director BUY $2.28 2,500 $5,700 2,500
2020-07-30 19:42 2020-07-29 OMCL OMNICELL, INC. LIPPS RANDALL A Director, Officer SELL $75.15 3,718 $279,398 148,398
2020-07-29 21:12 2020-07-27 SCKT SOCKET MOBILE, INC. OTT LEONARD L Officer SELL $3.84 18,986 $72,906 16,440
2020-07-29 20:54 2020-07-27 SCKT SOCKET MOBILE, INC. DUNLAP DAVID W Director SELL $3.85 22,560 $86,856 8,546
2020-07-22 23:45 2020-07-20 DELL Dell Technologies Inc. Rothberg Richard J Officer OPT+S $61.07 63,653 $3,887,397 111,494
2020-07-20 23:20 2020-07-16 DELL Dell Technologies Inc. Price Steven H Officer OPT+S $60.03 205,099 $12,311,662 38,811
2020-07-15 23:56 2020-07-13 DELL Dell Technologies Inc. Price Steven H Officer OPT+S $52.69 205,099 $10,807,610 38,811
2020-07-11 00:03 2020-07-08 DELL Dell Technologies Inc. Sweet Thomas W Officer OPT+S $53.50 100,000 $5,349,960 75,169
2020-07-06 23:29 2020-07-01 DELL Dell Technologies Inc. Dew Allison Officer OPT+S $54.45 97,435 $5,305,219 168,542
2020-07-01 02:33 2020-06-25 OSS ONE STOP SYSTEMS, INC. RAUN DAVID Director, Officer BUY $2.03 5,000 $10,170 52,910
2020-06-25 01:01 2020-06-19 OSS ONE STOP SYSTEMS, INC. Cooper Steve D 10% owner SELL $2.21 110,000 $243,485 3,102,675
2020-06-23 23:57 2020-06-19 OSS ONE STOP SYSTEMS, INC. Reardon James M Officer SELL $2.09 23,519 $49,249 1,217,911
2020-06-18 00:09 2020-06-16 OMCL OMNICELL, INC. Seidelmann Scott Peter Officer SELL $67.70 2,125 $143,869 31,260
2020-06-17 23:46 2020-06-15 OSS ONE STOP SYSTEMS, INC. Reardon James M Officer SELL $1.99 26,481 $52,636 1,241,430
2020-06-09 23:28 2020-06-05 DELL Dell Technologies Inc. Sweet Thomas W Officer OPT+S $50.00 96,962 $4,848,100 75,169
2020-06-09 23:29 2020-06-05 DELL Dell Technologies Inc. ELIAS HOWARD D Officer SELL $50.00 14,804 $740,200 509,500
2020-06-05 23:31 2020-06-03 DELL Dell Technologies Inc. Scannell William F Officer SELL $48.80 62,839 $3,066,543 564,492
2020-06-05 00:52 2020-06-02 DELL Dell Technologies Inc. Quintos Karen H Officer OPT+S $49.19 37,933 $1,865,924 30,268
2020-06-02 23:48 2020-05-29 DELL Dell Technologies Inc. Sweet Thomas W Officer OPT+S $50.00 3,038 $151,900 75,169
2020-06-02 23:48 2020-05-29 DELL Dell Technologies Inc. ELIAS HOWARD D Officer SELL $50.00 16,004 $800,200 524,304
2020-06-02 00:39 2020-05-28 SMCI Super Micro Computer, Inc. CLEGG DON W Officer OPT+S $25.28 14,970 $378,431 6,529
2020-05-29 00:02 2020-05-26 DELL Dell Technologies Inc. Rothberg Richard J Officer OPT+S $45.32 140,454 $6,365,839 111,494
2020-05-29 00:03 2020-05-26 DELL Dell Technologies Inc. Price Steven H Officer OPT+S $45.05 96,867 $4,364,081 38,811
2020-05-26 23:15 2020-05-21 DELL Dell Technologies Inc. Rothberg Richard J Officer OPT+S $45.01 1,000 $45,008 111,494
2020-05-26 23:15 2020-05-21 DELL Dell Technologies Inc. Price Steven H Officer OPT+S $45.00 39,799 $1,791,019 38,811
2020-05-22 23:40 2020-05-20 SMCI Super Micro Computer, Inc. Tsai Hwei-Ming Fred Director SELL $25.38 4,000 $101,505 243,000
2020-05-20 23:49 2020-05-18 SMCI Super Micro Computer, Inc. Tsai Hwei-Ming Fred Director SELL $24.70 5,000 $123,505 247,000
2020-05-13 01:30 2020-05-08 AAPL Apple Inc. KONDO CHRIS Officer SELL $305.62 4,491 $1,372,539 7,370
2020-04-18 01:31 2020-04-16 AAPL Apple Inc. O'BRIEN DEIRDRE Officer OPT+S $285.12 9,137 $2,605,141 33,972
2020-04-10 01:30 2020-04-07 AAPL Apple Inc. Maestri Luca Officer SELL $264.44 41,062 $10,858,443 27,568
2020-04-04 01:31 2020-04-02 AAPL Apple Inc. WILLIAMS JEFFREY E Officer OPT+S $241.44 41,062 $9,914,186 108,329
2020-04-03 23:58 2020-04-03 OMCL OMNICELL, INC. LIPPS RANDALL A Director, Officer SELL $66.11 5,000 $330,567 259,409
2020-04-03 19:13 2020-04-02 OMCL OMNICELL, INC. LIPPS RANDALL A Director, Officer SELL $62.93 5,000 $314,631 264,409
2020-03-21 02:06 2020-03-18 DELL Dell Technologies Inc. DELL MICHAEL S Director, Officer, 10% owner BUY $31.70 828,199 $26,253,743 1,380,440
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the Electronic Computers sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (3571) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in Electronic Computers

Every transaction in the Electronic Computers 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.