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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
2006-04-05 22:17 2006-04-03 STX Seagate Technology Holdings plc WATKINS WILLIAM D Officer OPT+S $26.78 60,000 $1,606,602 204,096
2006-04-04 02:22 2006-03-31 NTAP NetApp, Inc. WARMENHOVEN DANIEL J Officer SELL $36.36 3,025 $109,996 900,035
2006-03-30 02:44 2006-03-29 NTAP NetApp, Inc. WARMENHOVEN DANIEL J Officer OPT+S $35.70 50,000 $1,785,040 3,730,530
2006-03-30 01:42 2006-03-28 NTAP NetApp, Inc. BARTZ CAROL Director OPT+S $35.26 30,000 $1,057,659 0
2006-03-29 20:24 2006-03-28 NTAP NetApp, Inc. WALL ROBERT T Director SELL $35.27 30,000 $1,058,100 270,071
2006-03-27 21:53 2006-03-24 NTAP NetApp, Inc. MOORE NICHOLAS G Director OPT+S $35.10 20,000 $702,000 0
2006-03-24 22:24 2006-03-22 NTAP NetApp, Inc. HITZ DAVID Officer SELL $34.73 25,000 $868,260 4,398,064
2006-03-23 02:02 2006-03-20 STX Seagate Technology Holdings plc WATKINS WILLIAM D Officer OPT+S $25.01 20,000 $500,288 204,096
2006-03-22 20:07 2006-03-21 NTAP NetApp, Inc. SEMMOTO SACHIO Director SELL $34.95 20,000 $699,036 0
2006-03-21 20:54 2006-03-20 NTAP NetApp, Inc. SEMMOTO SACHIO Director OPT+S $35.06 46,600 $1,633,857 20,000
2006-03-21 20:50 2006-03-20 NTAP NetApp, Inc. LAU JAMES K Officer OPT+S $35.20 60,000 $2,112,168 4,098,933
2006-03-21 01:52 2006-03-17 NTAP NetApp, Inc. MENDOZA THOMAS F Officer OPT+S $35.11 360,167 $12,645,211 1,132,214
2006-03-21 01:46 2006-03-17 NTAP NetApp, Inc. WARMENHOVEN DANIEL J Officer OPT+S $35.20 50,000 $1,760,000 3,754,830
2006-03-16 23:27 2006-03-15 NTAP NetApp, Inc. ALLEN JEFFRY R Director OPT+S $34.04 196,684 $6,695,379 73,482
2006-03-08 21:23 2006-03-06 NTAP NetApp, Inc. HITZ DAVID Officer SELL $34.03 25,000 $850,753 4,452,250
2006-03-07 22:02 2006-03-03 STX Seagate Technology Holdings plc Whitmore Robert W Officer OPT+S $27.75 15,000 $416,250 114,404
2006-03-07 22:02 2006-03-03 STX Seagate Technology Holdings plc CHIRICO JAMES M Officer SELL $28.00 25,000 $700,000 713,249
2006-03-07 22:01 2006-03-03 STX Seagate Technology Holdings plc WICKERSHAM DAVID A Officer SELL $28.00 41,510 $1,162,280 579,420
2006-03-07 20:45 2006-03-06 NTAP NetApp, Inc. LAU JAMES K Officer SELL $34.03 35,000 $1,191,194 4,098,933
2006-03-07 01:45 2006-03-02 STX Seagate Technology Holdings plc ROGGE KAREN M Officer OPT+S $27.50 5,000 $137,500 1,680
2006-03-03 21:26 2006-03-02 DSS QUANTUM CORP /DE/ RITTI PHILIP Officer SELL $3.72 8,939 $33,253 48,877
2006-03-03 20:31 2006-03-02 NTAP NetApp, Inc. WARMENHOVEN DANIEL J Officer OPT+S $34.70 50,000 $1,735,000 3,754,830
2006-03-01 21:14 2006-02-28 STX Seagate Technology Holdings plc CHIRICO JAMES M Officer OPT+S $26.16 25,000 $654,000 738,249
2006-03-01 01:23 2006-02-24 WDC WESTERN DIGITAL CORP BUKATY RAYMOND M Officer OPT+S $22.46 70,200 $1,576,355 232,291
2006-02-25 05:57 2006-02-23 NTAP NetApp, Inc. LAU JAMES K Officer SELL $32.88 35,000 $1,150,629 4,133,933
2006-02-24 21:48 2006-02-22 NTAP NetApp, Inc. HITZ DAVID Officer SELL $33.34 25,000 $833,405 4,477,250
2006-02-23 01:16 2006-02-21 STX Seagate Technology Holdings plc HUDSON WILLIAM L Officer SELL $27.45 25,000 $686,250 929,393
2006-02-23 00:41 2006-02-17 STX Seagate Technology Holdings plc DEXHEIMER BRIAN S Officer OPT+S $26.98 190,000 $5,126,276 0
2006-02-23 00:23 2006-02-17 STX Seagate Technology Holdings plc GLEMBOCKI JERRY S Officer OPT+S $27.01 60,000 $1,620,414 0
2006-02-22 03:03 2006-02-17 WDC WESTERN DIGITAL CORP MILLIGAN STEPHEN D Officer OPT+S $24.02 121,532 $2,919,417 285,916
2006-02-17 02:39 2006-02-16 WDC WESTERN DIGITAL CORP COYNE JOHN F Officer OPT+S $23.84 22,369 $533,322 386,759
2006-02-17 02:38 2006-02-16 WDC WESTERN DIGITAL CORP COTE KATHLEEN A Director OPT+S $24.05 30,000 $721,500 5,373
2006-02-17 02:38 2006-02-15 WDC WESTERN DIGITAL CORP DENERO HENRY T Director OPT+S $23.95 37,500 $897,960 8,914
2006-02-16 03:08 2006-02-13 STX Seagate Technology Holdings plc DEXHEIMER BRIAN S Officer OPT+S $26.17 75,413 $1,973,196 679,497
2006-02-15 02:55 2006-02-14 DSS QUANTUM CORP /DE/ CARROZZA ANTHONY Officer SELL $3.47 10,000 $34,661 55,590
2006-02-14 22:16 2006-02-10 NTAP NetApp, Inc. HITZ DAVID Officer SELL $31.07 25,000 $776,870 4,502,250
2006-02-04 04:21 2006-02-01 STX Seagate Technology Holdings plc MARQUARDT DAVID F Director SELL $25.56 1,572 $40,180 0
2006-02-04 00:18 2006-02-01 STX Seagate Technology Holdings plc WATKINS WILLIAM D Officer OPT+S $25.65 30,000 $769,500 204,096
2006-02-04 00:16 2006-02-01 STX Seagate Technology Holdings plc KRYDER MARK H Officer SELL $25.80 150,661 $3,887,054 774,545
2006-02-03 23:56 2006-02-01 STX Seagate Technology Holdings plc DAVIDSON JAMES Director SELL $25.65 1,572 $40,322 31,811,080
2006-02-04 02:20 2006-02-02 WDC WESTERN DIGITAL CORP CARRILLO JOSEPH R Officer OPT+S $22.00 24,465 $538,254 47,987
2006-02-04 02:20 2006-02-01 WDC WESTERN DIGITAL CORP KIMSEY WILLIAM L Director OPT+S $21.35 59,063 $1,260,995 5,373
2006-02-04 02:20 2006-02-01 WDC WESTERN DIGITAL CORP SHAKEEL ARIF Director, Officer OPT+S $21.92 131,000 $2,870,891 1,583,962
2006-02-03 23:56 2006-02-01 STX Seagate Technology Holdings plc HUTCHINS GLENN H Director SELL $25.65 1,572 $40,322 31,811,080
2006-02-02 21:11 2006-01-31 STX Seagate Technology Holdings plc Whitmore Robert W Officer OPT+S $25.99 72,200 $1,876,348 114,404
2006-02-02 21:11 2006-01-31 STX Seagate Technology Holdings plc PETERSON GLEN A Officer OPT+S $25.85 44,000 $1,137,519 73,380
2006-02-02 21:10 2006-01-31 STX Seagate Technology Holdings plc WICKERSHAM DAVID A Officer SELL $25.87 110,290 $2,852,938 67,938
2006-02-02 03:32 2006-01-31 WDC WESTERN DIGITAL CORP MASSENGILL MATTHEW E Director, Officer OPT+S $21.81 274,684 $5,990,391 550,950
2006-02-02 03:32 2006-01-30 WDC WESTERN DIGITAL CORP SHAKEEL ARIF Director, Officer OPT+S $21.92 90,000 $1,972,980 1,583,962
2006-01-31 22:41 2006-01-27 STX Seagate Technology Holdings plc REYES GREGORIO Director OPT+S $26.49 25,000 $662,250 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.