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Sector Analysis

Computer Storage Devices

Standard Industrial Classification: SIC 3572

Industry Insider Sentiment Analysis

The Computer Storage Devices sector (SIC 3572) 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
2021-09-15 02:23 2021-09-10 STX Seagate Technology Holdings plc Teh Ban Seng Officer OPT+S $87.23 2,340 $204,118 8,710
2021-09-13 23:56 2021-09-10 QMCO QUANTUM CORP /DE/ Lerner James J Director, Officer SELL $5.47 41,012 $224,192 1,507,326
2021-09-13 23:55 2021-09-10 QMCO QUANTUM CORP /DE/ Moorehead Lewis W. Officer SELL $5.47 9,521 $52,047 181,550
2021-09-13 23:55 2021-09-10 QMCO QUANTUM CORP /DE/ DODSON J MICHAEL Officer SELL $5.47 39,394 $215,347 741,566
2021-09-03 23:23 2021-09-01 STX Seagate Technology Holdings plc MOSLEY WILLIAM D Director, Officer OPT+S $86.95 31,500 $2,739,060 550,613
2021-09-02 00:10 2021-08-30 NTAP NetApp, Inc. Kurian George Director, Officer SELL $87.08 4,250 $370,090 164,576
2021-08-17 19:14 2021-08-12 QMCO QUANTUM CORP /DE/ FICHTHORN JOHN Director BUY $5.73 10,000 $57,295 154,740
2021-08-17 03:00 2021-08-12 QMCO QUANTUM CORP /DE/ RAU RAGHAVENDRA Director BUY $5.70 8,767 $49,972 190,281
2021-08-17 03:01 2021-08-11 QMCO QUANTUM CORP /DE/ FICHTHORN JOHN Director BUY $5.69 30,000 $170,637 154,740
2021-08-17 03:00 2021-08-12 QMCO QUANTUM CORP /DE/ Rothman Marc E Director BUY $5.70 20,000 $114,000 136,977
2021-08-11 01:41 2021-08-06 STX Seagate Technology Holdings plc Teh Ban Seng Officer OPT+S $91.35 7,250 $662,288 3,489
2021-08-11 01:02 2021-08-06 WDC WESTERN DIGITAL CORP Sundberg Lori S Officer SELL $67.92 3,380 $229,570 62,795
2021-07-22 22:25 2021-07-21 QMCO QUANTUM CORP /DE/ Lerner James J Director, Officer SELL $6.12 132,125 $808,737 1,545,233
2021-07-16 22:15 2021-07-14 QMCO QUANTUM CORP /DE/ Lerner James J Director, Officer SELL $6.40 65,560 $419,414 1,677,358
2021-07-08 22:23 2021-07-07 QMCO QUANTUM CORP /DE/ King Elizabeth Officer SELL $6.81 7,216 $49,165 285,114
2021-07-08 22:23 2021-07-07 QMCO QUANTUM CORP /DE/ Moorehead Lewis W. Officer SELL $6.81 6,470 $44,083 190,310
2021-07-08 22:24 2021-07-07 QMCO QUANTUM CORP /DE/ DODSON J MICHAEL Officer SELL $6.81 35,289 $240,438 780,032
2021-06-17 23:24 2021-06-15 NTAP NetApp, Inc. CERNUDA CESAR Officer SELL $82.84 14,000 $1,159,735 37,700
2021-06-14 19:40 2021-06-11 QMCO QUANTUM CORP /DE/ King Elizabeth Officer SELL $7.25 19,878 $144,153 292,330
2021-06-14 19:40 2021-06-11 QMCO QUANTUM CORP /DE/ DODSON J MICHAEL Officer SELL $7.25 18,830 $136,553 815,321
2021-06-15 03:55 2021-06-10 STX Seagate Technology Holdings plc ZANDER EDWARD J Director SELL $97.58 12,043 $1,175,208 37,615
2021-06-15 03:50 2021-06-10 STX Seagate Technology Holdings plc CANNON MICHAEL R Director SELL $97.48 7,102 $692,269 20,175
2021-06-07 21:55 2021-06-04 QMCO QUANTUM CORP /DE/ Moorehead Lewis W. Officer SELL $7.15 8,077 $57,788 196,780
2021-06-07 21:55 2021-06-04 QMCO QUANTUM CORP /DE/ DODSON J MICHAEL Officer SELL $7.15 19,719 $141,082 834,151
2021-05-05 23:14 2021-05-03 STX Seagate Technology Holdings plc Romano Gianluca Officer OPT+S $92.02 79,358 $7,302,896 11,326
2021-05-05 23:19 2021-05-03 STX Seagate Technology Holdings plc MOSLEY WILLIAM D Director, Officer OPT+S $92.49 77,754 $7,191,670 492,410
2021-05-05 00:18 2021-04-30 STX Seagate Technology Holdings plc ValueAct Holdings, L.P. Director SELL $90.14 5,634,153 $507,890,159 0
2021-05-04 01:03 2021-04-29 STX Seagate Technology Holdings plc Naik Ravi Officer OPT+S $96.86 40,000 $3,874,588 15,660
2021-05-04 01:18 2021-04-30 STX Seagate Technology Holdings plc SCHUELKE KATHERINE Officer OPT+S $95.70 24,525 $2,347,001 19,503
2021-04-28 23:16 2021-04-26 QMCO QUANTUM CORP /DE/ B. Riley Financial, Inc. 10% owner SELL $8.25 940,000 $7,755,000 2,248,511
2021-04-28 23:30 2021-04-26 STX Seagate Technology Holdings plc LUCZO STEPHEN J Director SELL $92.13 100,000 $9,213,220 297,199
2021-04-15 16:40 2021-04-13 QMCO QUANTUM CORP /DE/ King Elizabeth Officer SELL $8.14 18,425 $150,026 291,583
2021-04-12 23:59 2021-04-08 PSTG Everpure, Inc. Sands Anita M Director OPT+S $21.48 30,380 $652,708 28,339
2021-03-17 00:01 2021-03-12 STX Seagate Technology Holdings plc Teh Ban Seng Officer OPT+S $76.72 20,357 $1,561,832 3,489
2021-03-17 00:09 2021-03-12 STX Seagate Technology Holdings plc LUCZO STEPHEN J Director OPT+S $76.67 244,384 $18,737,434 397,199
2021-03-13 00:11 2021-03-11 STX Seagate Technology Holdings plc Tilenius Stephanie Director SELL $77.38 7,000 $541,664 16,468
2021-03-13 00:59 2021-03-10 NTAP NetApp, Inc. Kurian George Director, Officer OPT+S $66.85 160,800 $10,749,255 115,501
2021-03-11 00:14 2021-03-08 STX Seagate Technology Holdings plc LUCZO STEPHEN J Director OPT+S $74.47 127,600 $9,502,512 0
2021-03-10 00:16 2021-03-05 NTAP NetApp, Inc. Anderson Brad Officer BUY $61.79 8,100 $500,470 47,563
2021-03-09 00:39 2021-03-05 STX Seagate Technology Holdings plc SCHUELKE KATHERINE Officer SELL $73.20 4,525 $331,230 24,028
2021-03-09 00:29 2021-03-04 STX Seagate Technology Holdings plc LUCZO STEPHEN J Director SELL $71.95 75,000 $5,396,198 447,199
2021-03-06 00:52 2021-03-03 STX Seagate Technology Holdings plc ValueAct Holdings, L.P. Director SELL $72.75 4,650,000 $338,287,500 3,105,373
2021-03-02 00:20 2021-02-26 STX Seagate Technology Holdings plc Geldmacher Jay L Director SELL $74.55 7,500 $559,125 3,283
2021-02-23 02:29 2021-02-18 STX Seagate Technology Holdings plc Teh Ban Seng Officer OPT+S $72.78 10,000 $727,800 22,160
2021-02-19 00:52 2021-02-16 STX Seagate Technology Holdings plc Fochtman Jeffrey D. Officer SELL $71.61 5,000 $358,050 781
2021-02-13 01:00 2020-06-30 PSTG Everpure, Inc. Tomb Gregory Director SELL $17.41 3,386 $58,951 48,764
2021-02-04 01:00 2021-02-01 PSTG Everpure, Inc. Dietzen Scott Director SELL $23.56 310,000 $7,303,352 347,000
2021-02-03 01:03 2021-01-29 WDC WESTERN DIGITAL CORP RAY MICHAEL CHARLES Officer OPT+S $59.92 22,735 $1,362,170 61,469
2021-01-30 02:38 2021-01-27 STX Seagate Technology Holdings plc Nygaard Jeffrey D. Officer OPT+S $68.76 38,689 $2,660,089 0
2021-01-30 02:40 2020-12-16 STX Seagate Technology Holdings plc Nygaard Jeffrey D. Officer OPT+S $66.00 10,000 $660,000 0
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the Computer Storage Devices sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (3572) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in Computer Storage Devices

Every transaction in the Computer Storage Devices 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.