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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
2023-08-11 21:38 2023-08-11 SMCI Super Micro Computer, Inc. CHAN SHIU LEUNG Director BUY $265.57 4,000 $1,062,280 40,917
2023-08-09 01:30 2023-08-07 AAPL Apple Inc. O'BRIEN DEIRDRE Officer OPT+S $178.56 15,419 $2,753,217 136,445
2023-08-02 03:39 2023-07-31 OSS ONE STOP SYSTEMS, INC. Cooper Steve D 10% owner SELL $2.80 203,591 $570,055 2,129,612
2023-07-31 23:29 2023-07-27 SMCI Super Micro Computer, Inc. Liang Charles Director, Officer, 10% owner OPT+S $329.05 963 $316,880 1,827
2023-07-31 23:26 2023-07-27 SMCI Super Micro Computer, Inc. Liu Liang Chiu-Chu Sara Director, 10% owner OPT+S $329.05 963 $316,880 1,827
2023-07-17 23:49 2023-07-13 DELL Dell Technologies Inc. Dew Allison Officer SELL $55.24 329,038 $18,176,750 98,354
2023-07-14 00:40 2023-07-11 DELL Dell Technologies Inc. SLTA V (GP), L.L.C. Director, 10% owner OPT+S $55.35 3,546,891 $196,328,929 4,390
2023-07-14 00:43 2023-07-11 DELL Dell Technologies Inc. SLTA IV (GP), L.L.C. Director, 10% owner OPT+S $55.35 3,546,891 $196,328,929 4,390
2023-06-12 23:04 2023-06-09 OMCL OMNICELL, INC. MELLON CHRISTINE MARIE Officer SELL $73.14 7,951 $581,568 14,876
2023-06-12 23:55 2023-06-08 OMCL OMNICELL, INC. LIPPS RANDALL A Director, Officer BUY $73.76 4,000 $295,040 318,768
2023-06-05 23:37 2023-06-01 SMCI Super Micro Computer, Inc. Liang Charles Director, Officer, 10% owner OPT+S $227.89 43,932 $10,011,782 1,827
2023-06-05 23:36 2023-06-01 SMCI Super Micro Computer, Inc. Liu Liang Chiu-Chu Sara Director, 10% owner OPT+S $227.64 43,932 $10,000,593 1,827
2023-06-01 23:47 2023-05-30 SMCI Super Micro Computer, Inc. CLEGG DON W Officer OPT+S $232.28 16,514 $3,835,803 1,435
2023-05-15 23:39 2023-05-11 SMCI Super Micro Computer, Inc. CHAN SHIU LEUNG Director BUY $133.88 3,000 $401,640 33,000
2023-05-13 00:11 2023-05-11 SMCI Super Micro Computer, Inc. KAO GEORGE Officer OPT+S $135.19 553 $74,757 7,239
2023-05-13 00:13 2023-05-10 SMCI Super Micro Computer, Inc. CHAN SHIU LEUNG Director BUY $133.09 1,000 $133,090 30,000
2023-05-11 01:30 2023-05-08 AAPL Apple Inc. KONDO CHRIS Officer SELL $173.26 4,092 $708,980 33,946
2023-04-26 03:11 2023-04-21 OSS ONE STOP SYSTEMS, INC. Cooper Steve D 10% owner SELL $2.32 203,591 $472,779 2,333,203
2023-04-20 23:31 2023-04-18 DELL Dell Technologies Inc. Rothberg Richard J Officer SELL $45.36 200,958 $9,115,455 149,379
2023-04-20 01:42 2023-04-17 DELL Dell Technologies Inc. Rios Brunilda Officer SELL $43.78 22,042 $964,999 18,647
2023-04-18 01:31 2023-04-13 AAPL Apple Inc. Maestri Luca Officer SELL $165.25 69,996 $11,566,839 107,661
2023-04-11 01:30 2023-04-06 AAPL Apple Inc. Maestri Luca Officer SELL $164.92 200 $32,984 177,657
2023-04-05 01:33 2023-04-03 AAPL Apple Inc. O'BRIEN DEIRDRE Officer OPT+S $165.41 43,622 $7,215,445 136,444
2023-04-05 01:34 2023-04-04 AAPL Apple Inc. WILLIAMS JEFFREY E Officer OPT+S $166.11 77,817 $12,926,376 489,816
2023-04-05 01:31 2023-04-03 AAPL Apple Inc. Adams Katherine L. Officer OPT+S $165.30 72,225 $11,938,879 425,213
2023-04-05 00:59 2023-03-31 DELL Dell Technologies Inc. Sweet Thomas W Officer SELL $40.14 283,388 $11,375,194 211,608
2023-04-05 01:31 2023-04-03 AAPL Apple Inc. COOK TIMOTHY D Director, Officer OPT+S $165.17 56,072 $9,261,351 3,280,052
2023-03-25 01:31 2023-03-22 AAPL Apple Inc. WILLIAMS JEFFREY E Officer SELL $159.76 187,730 $29,991,745 489,816
2023-03-17 23:34 2023-03-16 DELL Dell Technologies Inc. Whitten Anthony Charles Officer SELL $36.49 15,983 $583,220 841,207
2023-03-10 00:08 2023-03-07 OMCL OMNICELL, INC. Bauer Joanne B Director OPT+S $54.24 13,115 $711,333 28,096
2023-02-18 00:40 2023-02-16 SMCI Super Micro Computer, Inc. Lin Judy L. Director SELL $97.52 500 $48,760 946
2023-02-11 00:49 2023-02-08 SMCI Super Micro Computer, Inc. TUAN SHERMAN Director SELL $87.00 1,000 $87,000 24,696
2023-02-08 01:44 2023-02-03 SMCI Super Micro Computer, Inc. KAO GEORGE Officer SELL $85.04 2,000 $170,080 7,149
2023-02-08 01:42 2023-02-06 SMCI Super Micro Computer, Inc. LIU TALLY C Director SELL $83.27 5,000 $416,359 24,396
2023-02-08 01:40 2023-02-03 SMCI Super Micro Computer, Inc. CHAN SHIU LEUNG Director BUY $85.48 3,000 $256,440 29,000
2023-01-21 00:41 2023-01-19 SMCI Super Micro Computer, Inc. Liang Charles Director, Officer, 10% owner OPT+S $71.26 43,772 $3,119,307 6,722,717
2023-01-21 00:40 2023-01-19 SMCI Super Micro Computer, Inc. Liu Liang Chiu-Chu Sara Director, 10% owner OPT+S $71.26 43,772 $3,119,307 6,722,717
2023-01-20 02:35 2023-01-17 SMCI Super Micro Computer, Inc. Liang Charles Director, Officer, 10% owner OPT+S $82.16 100,000 $8,215,790 6,698,423
2023-01-20 02:35 2023-01-17 SMCI Super Micro Computer, Inc. Liu Liang Chiu-Chu Sara Director, 10% owner OPT+S $82.16 100,000 $8,215,790 6,698,423
2022-12-30 00:16 2022-12-27 OMCL OMNICELL, INC. Seidelmann Scott Peter Officer SELL $48.28 945 $45,625 29,788
2022-12-20 23:05 2022-12-20 OSS ONE STOP SYSTEMS, INC. Cooper Steve D 10% owner SELL $2.70 200,324 $540,875 2,536,794
2022-12-20 01:08 2022-12-16 OMCL OMNICELL, INC. Seidelmann Scott Peter Officer SELL $47.79 4,436 $211,990 30,733
2022-12-17 01:44 2022-12-14 DELL Dell Technologies Inc. Scannell William F Officer SELL $42.62 91,938 $3,918,398 178,627
2022-12-06 00:50 2022-12-01 OMCL OMNICELL, INC. LIPPS RANDALL A Director, Officer OPT+S $50.78 2,500 $126,942 88,348
2022-12-01 01:26 2022-11-28 OMCL OMNICELL, INC. Seidelmann Scott Peter Officer SELL $51.46 1,793 $92,268 38,996
2022-11-29 00:15 2022-11-23 SMCI Super Micro Computer, Inc. CLEGG DON W Officer SELL $91.03 1,000 $91,031 9,117
2022-11-24 02:30 2022-11-22 AAPL Apple Inc. KONDO CHRIS Officer SELL $148.72 20,200 $3,004,144 31,505
2022-11-24 00:19 2022-11-21 SMCI Super Micro Computer, Inc. CHAN SHIU LEUNG Director BUY $83.50 1,525 $127,338 26,000
2022-11-17 00:32 2022-11-14 SMCI Super Micro Computer, Inc. CHAN SHIU LEUNG Director BUY $83.76 9,000 $753,840 24,475
2022-11-10 00:28 2022-11-07 SMCI Super Micro Computer, Inc. TUAN SHERMAN Director SELL $77.53 5,000 $387,635 25,696
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.