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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
2022-07-19 22:56 2022-07-15 QMCO QUANTUM CORP /DE/ Lerner James J Director, Officer SELL $1.41 62,152 $87,616 1,962,993
2022-07-12 18:15 2022-07-08 QMCO QUANTUM CORP /DE/ DODSON J MICHAEL Officer SELL $1.46 32,817 $47,913 916,539
2022-06-24 00:00 2022-06-21 NTAP NetApp, Inc. Kurian George Director, Officer SELL $65.04 2,125 $138,210 167,825
2022-06-17 21:00 2022-06-15 NTAP NetApp, Inc. CERNUDA CESAR Officer SELL $64.68 18,000 $1,164,235 61,075
2022-06-07 00:00 2022-06-03 NTAP NetApp, Inc. BERRY MICHAEL J Officer BUY $72.04 5,000 $360,217 95,875
2022-05-27 23:53 2022-05-25 NTAP NetApp, Inc. Kurian George Director, Officer SELL $70.00 2,125 $148,750 154,004
2022-05-25 00:00 2022-05-23 NTAP NetApp, Inc. Kurian George Director, Officer SELL $66.95 2,125 $142,269 156,129
2022-05-09 23:17 2022-05-05 QMCO QUANTUM CORP /DE/ Cabrera Brian E Officer SELL $1.88 20,952 $39,459 164,048
2022-05-06 23:49 2022-05-04 WDC WESTERN DIGITAL CORP Zamiska Gene M. Officer SELL $63.00 4,776 $300,888 26,719
2022-04-19 23:45 2022-04-18 NTAP NetApp, Inc. Kurian George Director, Officer SELL $75.50 4,250 $320,875 130,576
2022-03-26 00:00 2022-03-23 PSTG Everpure, Inc. Singh Ajay Officer SELL $34.39 36,338 $1,249,591 378,654
2022-03-23 23:12 2022-03-21 NTAP NetApp, Inc. Kurian George Director, Officer SELL $89.86 4,250 $381,905 134,826
2022-03-23 02:13 2022-03-21 PSTG Everpure, Inc. Brown Andrew William Fraser Director SELL $35.20 11,564 $407,048 58,988
2022-03-18 01:46 2022-03-15 NTAP NetApp, Inc. CERNUDA CESAR Officer SELL $80.79 14,000 $1,131,112 53,507
2022-03-09 02:46 2022-03-04 STX Seagate Technology Holdings plc LUCZO STEPHEN J Director SELL $103.26 50,000 $5,163,235 225,941
2022-02-25 00:07 2022-02-22 STX Seagate Technology Holdings plc Romano Gianluca Officer OPT+S $107.36 20,495 $2,200,394 19,391
2022-02-25 01:33 2022-02-22 NTAP NetApp, Inc. Kurian George Director, Officer SELL $90.39 4,250 $384,162 139,076
2022-02-23 03:31 2022-02-17 STX Seagate Technology Holdings plc ValueAct Holdings, L.P. Director SELL $108.02 2,050,000 $221,432,185 13,437,070
2022-02-18 00:43 2022-02-15 WDC WESTERN DIGITAL CORP Sivaram Srinivasan Officer OPT+S $53.37 11,380 $607,385 254,507
2022-02-02 00:38 2022-01-31 STX Seagate Technology Holdings plc Geldmacher Jay L Director SELL $107.50 4,300 $462,250 2,725
2022-02-02 03:55 2022-01-31 WDC WESTERN DIGITAL CORP Price Paula A Director SELL $51.82 4,150 $215,054 7,545
2022-01-27 00:23 2022-01-24 NTAP NetApp, Inc. Kurian George Director, Officer SELL $83.72 4,250 $355,801 143,326
2022-01-11 02:12 2022-01-07 QMCO QUANTUM CORP /DE/ Lerner James J Director, Officer SELL $5.37 39,670 $212,857 1,667,656
2022-01-11 02:12 2022-01-07 QMCO QUANTUM CORP /DE/ Moorehead Lewis W. Officer SELL $5.37 3,539 $18,989 185,469
2022-01-11 02:12 2022-01-07 QMCO QUANTUM CORP /DE/ DODSON J MICHAEL Officer SELL $5.37 18,616 $99,888 810,450
2022-01-11 01:02 2022-01-05 STX Seagate Technology Holdings plc Nygaard Jeffrey D. Officer OPT+S $115.55 3,158 $364,898 0
2022-01-07 02:19 2022-01-05 STX Seagate Technology Holdings plc Nygaard Jeffrey D. Officer OPT+S $115.55 3,158 $364,898 12,470
2021-12-23 00:41 2021-12-20 NTAP NetApp, Inc. Kurian George Director, Officer SELL $87.02 4,250 $369,834 147,576
2021-12-18 00:45 2021-12-15 NTAP NetApp, Inc. CERNUDA CESAR Officer SELL $87.13 14,000 $1,219,784 67,507
2021-12-14 01:01 2021-12-10 STX Seagate Technology Holdings plc Adams Mark Director SELL $103.12 7,000 $721,859 12,285
2021-12-14 00:46 2021-12-10 STX Seagate Technology Holdings plc Tilenius Stephanie Director SELL $102.04 14,000 $1,428,549 6,210
2021-12-11 01:29 2021-12-09 PSTG Everpure, Inc. Krysler P. Kevan Officer SELL $32.80 26,444 $867,268 464,763
2021-12-10 00:11 2021-12-07 NTAP NetApp, Inc. FAWCETT MATTHEW K Officer SELL $91.00 2,062 $187,642 64,591
2021-12-07 01:29 2021-12-02 NTAP NetApp, Inc. NEVENS THOMAS MICHAEL Director SELL $89.94 7,500 $674,571 16,584
2021-12-07 01:28 2021-12-02 NTAP NetApp, Inc. FAWCETT MATTHEW K Officer SELL $90.05 3,437 $309,511 66,653
2021-12-04 02:10 2021-12-02 PSTG Everpure, Inc. Tomb Gregory Director SELL $31.45 29,311 $921,702 32,090
2021-12-02 00:47 2021-11-29 NTAP NetApp, Inc. Kurian George Director, Officer SELL $89.52 4,250 $380,473 151,826
2021-11-16 01:14 2021-11-11 STX Seagate Technology Holdings plc ValueAct Holdings, L.P. Director SELL $107.69 1,890,000 $203,532,399 15,487,070
2021-11-11 01:42 2021-11-09 STX Seagate Technology Holdings plc Fochtman Jeffrey D. Officer OPT+S $98.85 2,293 $226,652 6,548
2021-11-10 03:51 2021-11-01 STX Seagate Technology Holdings plc Naik Ravi Officer OPT+S $96.28 20,323 $1,956,672 27,052
2021-11-10 03:51 2021-07-08 STX Seagate Technology Holdings plc Naik Ravi Officer BUY $83.72 323 $27,017 27,375
2021-11-09 00:04 2021-11-02 QMCO QUANTUM CORP /DE/ Moorehead Lewis W. Officer SELL $5.97 7,542 $44,990 189,008
2021-11-04 01:47 2021-11-02 WDC WESTERN DIGITAL CORP Zamiska Gene M. Officer SELL $55.00 2,607 $143,385 31,495
2021-10-28 00:36 2021-10-25 NTAP NetApp, Inc. Kurian George Director, Officer SELL $93.22 4,250 $396,185 156,076
2021-10-07 02:14 2021-10-04 STX Seagate Technology Holdings plc Romano Gianluca Officer OPT+S $84.40 26,139 $2,206,011 21,514
2021-09-29 23:34 2021-09-27 NTAP NetApp, Inc. Kurian George Director, Officer SELL $93.48 4,250 $397,286 160,326
2021-09-23 23:38 2021-09-21 NTAP NetApp, Inc. Palin Carrie Director SELL $88.74 1,867 $165,668 0
2021-09-17 23:21 2021-09-15 NTAP NetApp, Inc. CERNUDA CESAR Officer SELL $91.83 14,000 $1,285,568 81,507
2021-09-16 02:20 2021-09-13 STX Seagate Technology Holdings plc Teh Ban Seng Officer OPT+S $83.88 3,445 $288,979 8,710
2021-09-15 00:12 2021-09-10 PSTG Everpure, Inc. Sands Anita M Director OPT+S $26.79 74,157 $1,986,837 26,819
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.