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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
2014-08-05 23:39 2014-08-01 NTAP NetApp, Inc. WARMENHOVEN DANIEL J Director OPT+S $38.44 20,000 $768,726 0
2014-07-29 01:34 2014-07-25 WDC WESTERN DIGITAL CORP MILLIGAN STEPHEN D Director, Officer OPT+S $99.44 15,996 $1,590,692 147,510
2014-07-26 04:54 2014-07-24 STX Seagate Technology Holdings plc LUCZO STEPHEN J Director, Officer SELL $59.01 150,000 $8,850,900 1,365,265
2014-07-26 04:50 2014-07-25 STX Seagate Technology Holdings plc Richarz David K Officer OPT+S $59.56 25,650 $1,527,609 33,116
2014-07-26 01:45 2014-07-24 STX Seagate Technology Holdings plc MORTON DAVID H JR Officer OPT+S $59.10 1,719 $101,600 22,250
2014-07-26 02:07 2014-07-25 STX Seagate Technology Holdings plc BIONDI FRANK Director OPT+S $59.55 10,000 $595,451 5,952
2014-07-08 23:19 2014-07-03 NTAP NetApp, Inc. WARMENHOVEN DANIEL J Director OPT+S $37.76 20,000 $755,104 0
2014-03-22 02:21 2014-03-20 WDC WESTERN DIGITAL CORP MURPHY JAMES J Officer OPT+S $87.98 12,464 $1,096,555 66,884
2014-03-22 02:20 2014-03-19 WDC WESTERN DIGITAL CORP MILLIGAN STEPHEN D Director, Officer OPT+S $86.52 17,959 $1,553,730 104,470
2014-03-12 03:11 2014-03-10 STX Seagate Technology Holdings plc RE MARK Officer SELL $50.14 1,034 $51,845 57,319
2014-03-11 02:01 2014-03-06 WDC WESTERN DIGITAL CORP MILLIGAN STEPHEN D Director, Officer OPT+S $87.72 6,163 $540,589 123,092
2014-03-11 02:00 2014-03-06 WDC WESTERN DIGITAL CORP CORDANO MICHAEL D Officer OPT+S $88.42 5,896 $521,324 85,106
2014-03-07 04:27 2014-03-05 WDC WESTERN DIGITAL CORP COTE KATHLEEN A Director OPT+S $88.75 6,911 $613,362 7,812
2014-03-06 00:07 2014-03-03 NTAP NetApp, Inc. WARMENHOVEN DANIEL J Director, Officer OPT+S $40.11 45,540 $1,826,468 65,059
2014-03-05 02:43 2014-02-28 WDC WESTERN DIGITAL CORP LEYDEN TIMOTHY M Officer OPT+S $87.29 16,596 $1,448,653 235,969
2014-03-04 01:51 2014-02-27 STX Seagate Technology Holdings plc RE MARK Officer OPT+S $51.78 12,500 $647,250 58,353
2014-02-26 03:46 2014-02-21 WDC WESTERN DIGITAL CORP PARDUN THOMAS E Director OPT+S $87.98 10,630 $935,267 27,867
2014-02-26 03:43 2014-02-21 WDC WESTERN DIGITAL CORP CORDANO MICHAEL D Officer SELL $86.57 2,860 $247,590 85,106
2014-02-22 02:26 2014-02-19 NTAP NetApp, Inc. MOORE NICHOLAS G Director OPT+S $40.63 50,000 $2,031,655 0
2014-02-21 04:46 2014-02-18 WDC WESTERN DIGITAL CORP CORDANO MICHAEL D Officer OPT+S $87.11 2,394 $208,541 87,966
2014-02-21 00:09 2014-02-18 NTAP NetApp, Inc. Noviello Nicholas R Officer OPT+S $40.90 1,882 $76,974 21,328
2014-02-19 00:30 2014-02-13 STX Seagate Technology Holdings plc MORTON DAVID H JR Officer OPT+S $49.57 4,437 $219,954 22,250
2014-02-19 00:30 2014-02-14 STX Seagate Technology Holdings plc Richarz David K Officer OPT+S $49.61 5,300 $262,947 6,641
2014-02-19 03:44 2014-02-13 WDC WESTERN DIGITAL CORP SHAKEEL ARIF Director OPT+S $86.54 7,992 $691,597 7,812
2014-02-19 03:43 2014-02-14 WDC WESTERN DIGITAL CORP LONG MARK P Officer OPT+S $86.44 13,311 $1,150,608 25,256
2014-02-19 03:42 2014-02-13 WDC WESTERN DIGITAL CORP COTE KATHLEEN A Director OPT+S $86.02 7,824 $673,002 7,812
2014-02-15 01:03 2014-02-12 STX Seagate Technology Holdings plc Pimentel Albert A Officer SELL $50.01 10,000 $500,118 48,648
2014-02-13 00:19 2014-02-10 NTAP NetApp, Inc. WARMENHOVEN DANIEL J Director, Officer OPT+S $43.22 10,000 $432,193 65,059
2014-02-12 00:32 2014-02-07 STX Seagate Technology Holdings plc CANNON MICHAEL R Director SELL $49.91 25,228 $1,259,248 5,952
2014-02-11 01:42 2014-02-06 QTM QUANTUM CORP /DE/ Clark Robert S. Officer SELL $1.18 96,332 $113,672 529,490
2014-02-11 00:34 2014-02-06 STX Seagate Technology Holdings plc LUCZO STEPHEN J Director, Officer SELL $49.05 60,000 $2,943,252 1,585,471
2014-02-07 01:07 2014-02-04 STX Seagate Technology Holdings plc Geldmacher Jay L Director SELL $49.76 4,000 $199,050 9,798
2014-02-06 00:02 2014-02-03 NTAP NetApp, Inc. WARMENHOVEN DANIEL J Director, Officer OPT+S $43.12 51,758 $2,231,753 65,059
2014-02-04 00:18 2014-01-30 STX Seagate Technology Holdings plc PARK CHONG SUP Director SELL $53.54 2,270 $121,525 32,566
2014-01-30 00:07 2014-01-27 NTAP NetApp, Inc. WARMENHOVEN DANIEL J Director, Officer OPT+S $43.99 10,000 $439,896 65,059
2014-01-29 03:05 2014-01-24 WDC WESTERN DIGITAL CORP RAY MICHAEL CHARLES Officer OPT+S $86.08 6,016 $517,857 33,883
2014-01-24 00:29 2014-01-21 NTAP NetApp, Inc. WARMENHOVEN DANIEL J Director, Officer OPT+S $44.94 10,000 $449,385 65,059
2014-01-18 00:00 2014-01-15 NTAP NetApp, Inc. WARMENHOVEN DANIEL J Director, Officer OPT+S $42.57 10,000 $425,670 65,059
2014-01-11 00:54 2014-01-08 NTAP NetApp, Inc. WARMENHOVEN DANIEL J Director, Officer OPT+S $41.01 10,000 $410,072 65,059
2014-01-07 00:02 2014-01-02 NTAP NetApp, Inc. WARMENHOVEN DANIEL J Director, Officer OPT+S $40.71 41,758 $1,699,993 65,059
2014-01-03 00:17 2013-12-30 NTAP NetApp, Inc. WARMENHOVEN DANIEL J Director, Officer OPT+S $41.04 30,000 $1,231,158 65,059
2013-12-25 00:26 2013-12-23 WDC WESTERN DIGITAL CORP CORDANO MICHAEL D Officer SELL $83.45 2,859 $238,584 87,966
2013-12-21 02:18 2013-12-18 WDC WESTERN DIGITAL CORP MURPHY JAMES J Officer OPT+S $81.25 6,217 $505,147 66,884
2013-12-21 02:18 2013-12-19 WDC WESTERN DIGITAL CORP MILLIGAN STEPHEN D Director, Officer OPT+S $81.49 7,713 $628,506 123,092
2013-12-13 03:51 2013-12-10 NTAP NetApp, Inc. FAWCETT MATTHEW K Officer SELL $41.44 1,783 $73,892 11,395
2013-12-13 03:47 2013-12-10 NTAP NetApp, Inc. GEORGENS THOMAS Officer OPT+S $41.35 125,000 $5,168,813 9,653
2013-12-12 00:02 2013-12-09 NTAP NetApp, Inc. WARMENHOVEN DANIEL J Director, Officer OPT+S $41.43 10,000 $414,345 65,059
2013-12-11 03:17 2013-12-06 WDC WESTERN DIGITAL CORP CORDANO MICHAEL D Officer OPT+S $77.62 5,896 $457,635 90,825
2013-12-11 03:17 2013-12-06 WDC WESTERN DIGITAL CORP MURPHY JAMES J Officer OPT+S $78.72 6,246 $491,706 66,884
2013-12-11 03:16 2013-12-06 WDC WESTERN DIGITAL CORP MILLIGAN STEPHEN D Director, Officer OPT+S $77.59 6,164 $478,269 123,092
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.