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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
2018-09-01 00:24 2018-08-29 STX Seagate Technology Holdings plc MURPHY JAMES J Officer OPT+S $56.60 509 $28,809 37,441
2018-08-23 23:51 2018-08-21 STX Seagate Technology Holdings plc LUCZO STEPHEN J Director, Officer SELL $55.40 35,000 $1,939,116 723,416
2018-08-23 00:34 2018-08-20 PSTG Everpure, Inc. Hatfield David Officer OPT+S $21.53 150,000 $3,229,785 366,667
2018-08-23 01:53 2018-08-20 NTAP NetApp, Inc. Kurian George Director, Officer SELL $81.69 36,646 $2,993,509 64,147
2018-08-22 01:14 2018-08-17 STX Seagate Technology Holdings plc ValueAct Holdings, L.P. Director BUY $52.95 23,200 $1,228,440 26,396,565
2018-08-21 02:30 2018-08-16 STX Seagate Technology Holdings plc Scolnick Kathryn R. Officer OPT+S $53.12 10,577 $561,850 117
2018-08-21 02:22 2018-08-16 NTAP NetApp, Inc. RICHARD HENRI P Officer SELL $79.60 2,525 $200,997 69,332
2018-08-17 00:35 2018-08-14 STX Seagate Technology Holdings plc ValueAct Holdings, L.P. Director BUY $52.82 931,882 $49,224,710 26,373,365
2018-08-14 00:16 2018-08-09 STX Seagate Technology Holdings plc ValueAct Holdings, L.P. Director BUY $50.94 2,090,783 $106,505,322 25,441,483
2018-08-07 04:33 2018-08-06 WDC WESTERN DIGITAL CORP RAY MICHAEL CHARLES Officer OPT+S $67.65 4,387 $296,781 100,845
2018-08-07 04:31 2018-08-03 WDC WESTERN DIGITAL CORP LONG MARK P Officer OPT+S $68.36 3,447 $235,623 185,368
2018-08-03 23:06 2018-08-01 NTAP NetApp, Inc. Kurian George Director, Officer OPT+S $78.23 6,000 $469,376 100,793
2018-08-03 00:31 2018-07-31 STX Seagate Technology Holdings plc ValueAct Holdings, L.P. Director BUY $52.78 946,000 $49,927,515 23,350,700
2018-08-02 01:47 2018-07-30 WDC WESTERN DIGITAL CORP LONG MARK P Officer OPT+S $70.83 24,938 $1,766,359 191,025
2018-07-31 00:23 2018-07-26 PSTG Everpure, Inc. Dietzen Scott Director SELL $23.22 125,000 $2,902,513 107,566
2018-07-24 23:21 2018-07-20 NTAP NetApp, Inc. Kurian George Director, Officer SELL $81.97 36,646 $3,003,755 100,793
2018-07-21 00:17 2018-07-18 PSTG Everpure, Inc. Hatfield David Officer OPT+S $24.21 150,000 $3,631,095 366,667
2018-07-18 23:26 2018-07-16 NTAP NetApp, Inc. RICHARD HENRI P Officer SELL $81.94 2,525 $206,910 71,857
2018-07-12 00:24 2018-07-09 PSTG Everpure, Inc. Speiser Michael L Director SELL $23.38 4,437,833 $103,756,536 40,982
2018-07-10 00:42 2018-07-05 PSTG Everpure, Inc. Riitters Timothy Officer SELL $23.49 15,100 $354,684 455,322
2018-07-10 00:40 2018-07-05 PSTG Everpure, Inc. Dietzen Scott Director SELL $23.38 4,097 $95,783 129,176
2018-07-10 00:39 2018-07-05 PSTG Everpure, Inc. Colgrove John Director, Officer, 10% owner SELL $23.38 3,428 $80,143 240,263
2018-07-10 00:41 2018-07-05 PSTG Everpure, Inc. Hatfield David Officer SELL $23.41 4,963 $116,190 366,667
2018-07-06 02:39 2018-07-02 PSTG Everpure, Inc. Speiser Michael L Director SELL $23.79 1,200,000 $28,546,320 40,982
2018-07-03 21:45 2018-07-02 NTAP NetApp, Inc. Kurian George Director, Officer OPT+S $78.16 6,000 $468,989 137,439
2018-06-29 23:51 2018-06-28 PSTG Everpure, Inc. Riitters Timothy Officer OPT+S $23.44 25,000 $585,925 470,422
2018-06-29 23:56 2018-06-27 NTAP NetApp, Inc. REICH JOEL D Officer SELL $78.04 25,000 $1,951,000 7,760
2018-06-29 00:32 2018-06-26 PSTG Everpure, Inc. Dietzen Scott Director SELL $23.19 125,000 $2,898,975 107,566
2018-06-23 01:27 2018-06-07 PSTG Everpure, Inc. Sands Anita M Director OPT+S $24.03 102,000 $2,451,448 15,601
2018-06-22 23:32 2018-06-20 NTAP NetApp, Inc. Kurian George Director, Officer SELL $78.24 38,241 $2,991,907 137,439
2018-06-21 01:26 2018-06-18 PSTG Everpure, Inc. Speiser Michael L Director SELL $24.51 150,000 $3,677,205 0
2018-06-21 00:17 2018-06-18 PSTG Everpure, Inc. Hatfield David Officer OPT+S $24.74 150,000 $3,711,135 371,630
2018-06-21 00:16 2018-05-18 PSTG Everpure, Inc. Hatfield David Officer OPT+S $23.68 150,000 $3,552,555 371,630
2018-06-19 23:19 2018-06-18 NTAP NetApp, Inc. RICHARD HENRI P Officer OPT+S $77.89 2,525 $196,680 74,382
2018-06-19 23:19 2018-06-18 NTAP NetApp, Inc. HELD GERALD Director OPT+S $77.76 4,500 $349,916 7,391
2018-06-16 00:12 2018-06-13 PSTG Everpure, Inc. Riitters Timothy Officer OPT+S $25.21 9,556 $240,896 470,422
2018-06-15 23:40 2018-06-13 NTAP NetApp, Inc. Hill Kathryn Director OPT+S $76.02 26,997 $2,052,347 0
2018-06-15 00:09 2018-06-12 PSTG Everpure, Inc. Speiser Michael L Director SELL $24.79 232,226 $5,756,256 0
2018-06-14 02:30 2018-06-11 WDC WESTERN DIGITAL CORP RAY MICHAEL CHARLES Officer SELL $82.43 525 $43,276 95,426
2018-06-09 00:16 2018-06-07 PSTG Everpure, Inc. Sands Anita M Director OPT+S $24.03 102,000 $2,451,448 0
2018-06-08 23:17 2018-06-06 STX Seagate Technology Holdings plc LUCZO STEPHEN J Director, Officer SELL $59.05 100,000 $5,905,000 768,416
2018-06-08 23:38 2018-06-06 NTAP NetApp, Inc. REICH JOEL D Officer SELL $73.13 12,000 $877,613 32,760
2018-06-08 23:38 2018-06-06 NTAP NetApp, Inc. HELD GERALD Director OPT+S $73.99 4,000 $295,942 7,391
2018-06-08 01:18 2018-06-05 WDC WESTERN DIGITAL CORP DENERO HENRY T Director OPT+S $85.65 6,492 $556,051 13,640
2018-06-07 00:15 2018-06-04 PSTG Everpure, Inc. Speiser Michael L Director SELL $23.05 150,000 $3,458,235 0
2018-06-06 23:22 2018-06-04 NTAP NetApp, Inc. FAWCETT MATTHEW K Officer OPT+S $70.42 16,188 $1,139,936 39,668
2018-06-05 23:40 2018-06-01 NTAP NetApp, Inc. Kurian George Director, Officer OPT+S $68.36 6,000 $410,144 143,636
2018-06-01 00:24 2018-05-30 PSTG Everpure, Inc. Riitters Timothy Officer OPT+S $21.21 25,000 $530,293 472,478
2018-06-01 00:23 2018-05-29 PSTG Everpure, Inc. Dietzen Scott Director OPT+S $20.68 222,332 $4,597,314 163,171
2018-06-01 00:41 2018-05-29 NTAP NetApp, Inc. REICH JOEL D Officer OPT+S $67.72 23,108 $1,564,765 29,889
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.