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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
2019-11-23 00:58 2019-11-20 STX Seagate Technology Holdings plc SCHUELKE KATHERINE Officer OPT+S $59.20 2,306 $136,515 26,464
2019-11-23 00:19 2019-11-20 STX Seagate Technology Holdings plc LUCZO STEPHEN J Director SELL $59.42 90,000 $5,347,539 790,666
2019-11-21 00:38 2019-11-18 STX Seagate Technology Holdings plc Nygaard Jeffrey D. Officer OPT+S $60.03 3,916 $235,075 23,985
2019-11-20 00:14 2019-11-15 STX Seagate Technology Holdings plc SCHUELKE KATHERINE Officer OPT+S $59.00 62,257 $3,673,175 26,464
2019-11-14 01:59 2019-11-11 STX Seagate Technology Holdings plc MURPHY JAMES J Officer OPT+S $58.49 23,971 $1,401,977 28,377
2019-11-13 00:06 2019-11-08 STX Seagate Technology Holdings plc Geldmacher Jay L Director SELL $58.29 5,500 $320,621 7,213
2019-11-13 04:16 2019-11-08 WDC WESTERN DIGITAL CORP MASSENGILL MATTHEW E Director OPT+S $52.17 3,110 $162,234 19,277
2019-11-08 02:47 2019-11-05 STX Seagate Technology Holdings plc MURPHY JAMES J Officer OPT+S $57.75 176,393 $10,187,384 28,377
2019-11-08 02:15 2019-11-05 WDC WESTERN DIGITAL CORP CORDANO MICHAEL D Officer SELL $55.09 300 $16,526 271,310
2019-11-07 03:07 2019-11-04 STX Seagate Technology Holdings plc MURPHY JAMES J Officer OPT+S $57.74 123,607 $7,137,068 28,377
2019-11-07 02:51 2019-11-04 STX Seagate Technology Holdings plc LUCZO STEPHEN J Director SELL $58.00 105,000 $6,090,399 790,454
2019-11-05 03:09 2019-10-31 WDC WESTERN DIGITAL CORP CORDANO MICHAEL D Officer SELL $55.16 10,265 $566,245 271,610
2019-10-29 23:58 2019-10-25 STX Seagate Technology Holdings plc Nygaard Jeffrey D. Officer OPT+S $57.00 2,000 $114,000 23,985
2019-10-25 23:06 2019-10-23 STX Seagate Technology Holdings plc LUCZO STEPHEN J Director SELL $55.60 5,000 $278,000 902,161
2019-10-25 01:46 2019-10-22 STX Seagate Technology Holdings plc Nygaard Jeffrey D. Officer OPT+S $55.90 2,969 $165,967 23,985
2019-10-18 23:06 2019-10-16 STX Seagate Technology Holdings plc Nygaard Jeffrey D. Officer OPT+S $55.00 2,000 $110,000 23,985
2019-10-11 23:05 2019-10-09 STX Seagate Technology Holdings plc LUCZO STEPHEN J Director SELL $51.51 5,000 $257,550 907,161
2019-10-02 23:29 2019-09-30 STX Seagate Technology Holdings plc Nygaard Jeffrey D. Officer OPT+S $53.78 12,000 $645,360 23,985
2019-09-27 23:08 2019-09-25 STX Seagate Technology Holdings plc LUCZO STEPHEN J Director SELL $52.20 5,000 $261,000 912,161
2019-09-27 02:09 2019-09-24 PSTG Everpure, Inc. Riitters Timothy Officer SELL $17.05 10,420 $177,688 384,483
2019-09-13 23:42 2019-09-11 STX Seagate Technology Holdings plc LUCZO STEPHEN J Director OPT+S $55.29 5,000 $276,455 850,559
2019-09-13 00:35 2019-09-10 PSTG Everpure, Inc. Riitters Timothy Officer SELL $17.79 10,420 $185,368 401,795
2019-09-10 23:36 2019-09-06 STX Seagate Technology Holdings plc MOSLEY WILLIAM D Director, Officer OPT+S $54.31 90,000 $4,887,900 263,103
2019-09-07 02:49 2019-09-04 WDC WESTERN DIGITAL CORP RAY MICHAEL CHARLES Officer OPT+S $59.99 92,043 $5,521,273 51,762
2019-08-30 23:05 2019-08-29 QMCO QUANTUM CORP /DE/ Moorehead Lewis W. Officer BUY $5.94 8,331 $49,451 8,331
2019-08-30 23:05 2019-08-28 STX Seagate Technology Holdings plc LUCZO STEPHEN J Director SELL $47.00 5,000 $235,000 847,150
2019-08-30 01:16 2019-08-27 PSTG Everpure, Inc. Riitters Timothy Officer SELL $15.78 10,420 $164,382 412,215
2019-08-29 23:35 2019-08-27 NTAP NetApp, Inc. HELD GERALD Director OPT+S $46.94 10,000 $469,400 7,391
2019-08-23 01:10 2019-08-21 WDC WESTERN DIGITAL CORP Sundberg Lori S Officer SELL $56.82 3,442 $195,575 29,312
2019-08-22 23:14 2019-08-21 NTAP NetApp, Inc. REICH JOEL D Officer SELL $47.29 3,963 $187,394 12,249
2019-08-22 23:13 2019-08-21 NTAP NetApp, Inc. HELD GERALD Director OPT+S $47.23 7,000 $330,627 7,391
2019-08-21 23:06 2019-08-19 STX Seagate Technology Holdings plc LUCZO STEPHEN J Director SELL $47.00 5,000 $235,000 852,150
2019-08-13 13:05 2019-08-09 QMCO QUANTUM CORP /DE/ Lerner James J Director, Officer BUY $5.10 80,000 $408,352 80,000
2019-08-13 13:03 2019-08-09 QMCO QUANTUM CORP /DE/ DODSON J MICHAEL Officer BUY $5.09 100,000 $509,020 100,000
2019-08-02 23:06 2019-07-31 STX Seagate Technology Holdings plc LUCZO STEPHEN J Director SELL $47.37 5,000 $236,856 857,150
2019-07-19 23:08 2019-07-17 STX Seagate Technology Holdings plc LUCZO STEPHEN J Director SELL $47.21 5,000 $236,050 862,150
2019-07-08 23:42 2019-07-03 STX Seagate Technology Holdings plc LUCZO STEPHEN J Director SELL $47.45 5,000 $237,250 867,150
2019-06-28 02:14 2019-06-25 PSTG Everpure, Inc. Riitters Timothy Officer SELL $15.59 10,420 $162,423 435,225
2019-06-27 00:09 2019-06-24 STX Seagate Technology Holdings plc LUCZO STEPHEN J Director SELL $47.00 10,000 $470,000 872,150
2019-06-25 23:11 2019-06-21 NTAP NetApp, Inc. FAWCETT MATTHEW K Officer SELL $61.55 38,195 $2,350,990 38,527
2019-06-20 23:36 2019-06-18 NTAP NetApp, Inc. REICH JOEL D Officer SELL $61.49 23,650 $1,454,302 16,212
2019-06-14 01:36 2019-06-11 PSTG Everpure, Inc. Riitters Timothy Officer SELL $15.65 10,420 $163,092 452,849
2019-06-04 23:25 2019-06-04 NTAP NetApp, Inc. REICH JOEL D Officer OPT+S $60.59 30,000 $1,817,742 39,862
2019-06-04 23:25 2019-06-03 NTAP NetApp, Inc. PASEK RONALD J Officer OPT+S $58.49 58,052 $3,395,432 76,202
2019-06-04 23:24 2019-06-03 NTAP NetApp, Inc. FAWCETT MATTHEW K Officer OPT+S $58.76 11,195 $657,855 76,722
2019-05-31 00:56 2019-05-28 PSTG Everpure, Inc. Riitters Timothy Officer SELL $16.03 10,420 $167,034 463,269
2019-05-08 23:25 2019-05-06 STX Seagate Technology Holdings plc LUCZO STEPHEN J Director SELL $49.33 99,999 $4,932,801 892,150
2019-05-01 00:58 2019-04-26 PSTG Everpure, Inc. Dietzen Scott Director SELL $22.43 33,000 $740,213 767,000
2019-04-27 00:41 2019-04-24 PSTG Everpure, Inc. Dietzen Scott Director SELL $23.05 100,000 $2,305,060 3,491,056
2019-03-30 00:35 2019-03-28 PSTG Everpure, Inc. Riitters Timothy Officer SELL $21.33 5,210 $111,155 488,543
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.