Computer Peripheral Equipment, NEC
Standard Industrial Classification: SIC 3577
Industry Insider Sentiment Analysis
The Computer Peripheral Equipment, NEC sector (SIC 3577) 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2014-03-20 01:27 | 2014-03-17 | PANW | Palo Alto Networks Inc | Anderson Mark | Officer | OPT+S | $80.00 | 70,000 | $5,600,000 | 51,046 |
| 2014-03-20 01:24 | 2014-03-17 | PANW | Palo Alto Networks Inc | MCLAUGHLIN MARK D | Director, Officer | OPT+S | $80.11 | 84,900 | $6,801,101 | 100,099 |
| 2014-03-18 23:05 | 2014-03-14 | PANW | Palo Alto Networks Inc | WARMENHOVEN DANIEL J | Director | OPT+S | $76.89 | 5,000 | $384,450 | 3,597 |
| 2014-03-14 23:04 | 2014-03-12 | PANW | Palo Alto Networks Inc | MCLAUGHLIN MARK D | Director, Officer | OPT+S | $75.27 | 75,000 | $5,645,250 | 100,099 |
| 2014-03-15 02:11 | 2014-03-12 | IMMR | IMMERSION CORP | FICHTHORN JOHN | Director | SELL | $10.19 | 170,850 | $1,740,910 | 170,138 |
| 2014-03-11 23:05 | 2014-03-10 | PANW | Palo Alto Networks Inc | Tomlinson Steffan | Officer | OPT+S | $77.42 | 40,000 | $3,096,604 | 54,716 |
| 2014-03-11 23:04 | 2014-03-10 | PANW | Palo Alto Networks Inc | Chandna Asheem | Director | SELL | $77.09 | 26,250 | $2,023,531 | 247,401 |
| 2014-03-11 23:04 | 2014-03-07 | PANW | Palo Alto Networks Inc | Anderson Mark | Officer | OPT+S | $72.08 | 30,000 | $2,162,274 | 51,046 |
| 2014-03-11 23:03 | 2014-03-07 | PANW | Palo Alto Networks Inc | ZUK NIR | Director, Officer | SELL | $72.15 | 30,000 | $2,164,512 | 2,944,003 |
| 2014-03-12 03:35 | 2014-03-07 | IMMR | IMMERSION CORP | FICHTHORN JOHN | Director | SELL | $10.62 | 111,389 | $1,182,973 | 176,180 |
| 2014-03-08 03:03 | 2014-03-07 | MITK | MITEK SYSTEMS INC | CUNNINGHAM VINTON PAUL | Director | SELL | $5.02 | 14,000 | $70,305 | 145,000 |
| 2014-03-07 02:45 | 2014-03-04 | IMMR | IMMERSION CORP | FICHTHORN JOHN | Director | SELL | $11.57 | 165,101 | $1,910,351 | 187,131 |
| 2014-03-06 00:02 | 2014-03-03 | PANW | Palo Alto Networks Inc | BATRA RAJIV | Officer | SELL | $67.73 | 50,000 | $3,386,470 | 125,500 |
| 2014-03-01 03:54 | 2014-02-27 | MITK | MITEK SYSTEMS INC | CLARK RUSSELL C. | Officer | SELL | $5.05 | 5,478 | $27,675 | 49,811 |
| 2014-03-01 03:56 | 2014-02-27 | MITK | MITEK SYSTEMS INC | FARMER GERALD I | Director | SELL | $5.12 | 15,000 | $76,808 | 135,000 |
| 2014-02-27 00:09 | 2014-02-24 | PANW | Palo Alto Networks Inc | Chandna Asheem | Director | SELL | $77.68 | 26,250 | $2,039,221 | 273,651 |
| 2014-02-27 04:04 | 2014-02-25 | LOGI | LOGITECH INTERNATIONAL S.A. | BOREL DANIEL | Director | SELL | $15.63 | 95,159 | $1,487,335 | 9,760,243 |
| 2014-02-20 00:30 | 2014-02-18 | FTNT | Fortinet, Inc. | Whittle John | Officer | SELL | $22.36 | 826 | $18,472 | 7,685 |
| 2014-02-15 00:19 | 2014-02-13 | PANW | Palo Alto Networks Inc | BONVANIE RENE | Officer | SELL | $72.00 | 50,000 | $3,600,000 | 226,578 |
| 2014-02-15 00:20 | 2014-02-13 | PANW | Palo Alto Networks Inc | BATRA RAJIV | Officer | SELL | $72.55 | 100,000 | $7,255,140 | 131,000 |
| 2014-02-13 00:03 | 2014-02-10 | PANW | Palo Alto Networks Inc | Chandna Asheem | Director | SELL | $66.42 | 26,250 | $1,743,609 | 299,901 |
| 2014-02-11 00:54 | 2014-02-06 | PANW | Palo Alto Networks Inc | BONVANIE RENE | Officer | SELL | $67.00 | 50,000 | $3,350,000 | 276,578 |
| 2014-02-06 00:03 | 2014-02-03 | PANW | Palo Alto Networks Inc | BATRA RAJIV | Officer | SELL | $58.39 | 50,000 | $2,919,395 | 142,000 |
| 2014-02-06 00:03 | 2014-02-03 | PANW | Palo Alto Networks Inc | ZUK NIR | Director, Officer | SELL | $58.33 | 30,000 | $1,749,990 | 2,974,003 |
| 2014-02-05 02:58 | 2014-02-04 | FTNT | Fortinet, Inc. | Xie Michael | Director, Officer | OPT+S | $20.58 | 6,762 | $139,191 | 6,628,000 |
| 2014-02-05 03:00 | 2014-02-03 | FTNT | Fortinet, Inc. | PAISLEY CHRISTOPHER B | Director | OPT+S | $20.78 | 10,000 | $207,831 | 1,562 |
| 2014-02-01 02:16 | 2014-01-29 | LOGI | LOGITECH INTERNATIONAL S.A. | BOREL DANIEL | Director | SELL | $16.37 | 104,841 | $1,716,247 | 9,855,402 |
| 2014-01-29 00:15 | 2014-01-24 | PANW | Palo Alto Networks Inc | Chandna Asheem | Director | SELL | $60.92 | 26,250 | $1,599,239 | 326,151 |
| 2014-01-28 03:15 | 2014-01-24 | LOGI | LOGITECH INTERNATIONAL S.A. | BOREL DANIEL | Director | SELL | $15.64 | 400,000 | $6,256,000 | 9,960,243 |
| 2014-01-25 00:29 | 2014-01-23 | PANW | Palo Alto Networks Inc | Tomlinson Steffan | Officer | SELL | $61.85 | 733 | $45,336 | 54,716 |
| 2014-01-25 00:29 | 2014-01-23 | PANW | Palo Alto Networks Inc | BATRA RAJIV | Officer | SELL | $61.85 | 630 | $38,966 | 170,003 |
| 2014-01-25 00:28 | 2014-01-23 | PANW | Palo Alto Networks Inc | BONVANIE RENE | Officer | SELL | $61.85 | 692 | $42,800 | 326,578 |
| 2014-01-25 00:29 | 2014-01-23 | PANW | Palo Alto Networks Inc | ZUK NIR | Director, Officer | SELL | $61.85 | 630 | $38,966 | 3,004,003 |
| 2014-01-18 00:54 | 2014-01-15 | PANW | Palo Alto Networks Inc | BATRA RAJIV | Officer | SELL | $62.58 | 100,000 | $6,257,990 | 147,500 |
| 2014-01-16 00:03 | 2014-01-13 | PANW | Palo Alto Networks Inc | BONVANIE RENE | Officer | SELL | $58.97 | 283 | $16,689 | 327,270 |
| 2014-01-16 00:02 | 2014-01-13 | PANW | Palo Alto Networks Inc | BATRA RAJIV | Officer | SELL | $58.97 | 1,923 | $113,396 | 170,633 |
| 2014-01-16 00:02 | 2014-01-13 | PANW | Palo Alto Networks Inc | ZUK NIR | Director, Officer | SELL | $58.97 | 1,923 | $113,396 | 3,004,633 |
| 2014-01-15 00:13 | 2014-01-10 | PANW | Palo Alto Networks Inc | Chandna Asheem | Director | SELL | $60.04 | 26,250 | $1,576,160 | 2,848 |
| 2014-01-10 00:53 | 2014-01-07 | PANW | Palo Alto Networks Inc | Chandna Asheem | Director | SELL | $60.06 | 70,000 | $4,204,501 | 29,098 |
| 2014-01-07 00:08 | 2014-01-02 | PANW | Palo Alto Networks Inc | BATRA RAJIV | Officer | SELL | $55.18 | 55,000 | $3,034,757 | 158,500 |
| 2014-01-07 00:09 | 2014-01-02 | PANW | Palo Alto Networks Inc | ZUK NIR | Director, Officer | SELL | $55.47 | 110,000 | $6,101,909 | 3,006,556 |
| 2013-12-31 00:26 | 2013-12-26 | PANW | Palo Alto Networks Inc | Chandna Asheem | Director | SELL | $56.30 | 17,500 | $985,227 | 99,098 |
| 2013-12-24 00:46 | 2013-12-19 | PANW | Palo Alto Networks Inc | BONVANIE RENE | Officer | SELL | $57.00 | 37,500 | $2,137,500 | 227,553 |
| 2013-12-24 00:45 | 2013-12-19 | PANW | Palo Alto Networks Inc | BATRA RAJIV | Officer | SELL | $57.50 | 50,000 | $2,875,000 | 164,550 |
| 2013-12-18 00:04 | 2013-12-13 | PANW | Palo Alto Networks Inc | WARMENHOVEN DANIEL J | Director | OPT+S | $52.13 | 5,000 | $260,630 | 2,636 |
| 2013-12-17 04:56 | 2013-12-12 | MITK | MITEK SYSTEMS INC | CUNNINGHAM VINTON PAUL | Director | SELL | $6.00 | 1,000 | $6,000 | 159,000 |
| 2013-12-17 01:18 | 2013-12-16 | TACT | TRANSACT TECHNOLOGIES INC | TANAKA GRAHAM Y | Director | SELL | $12.00 | 3,000 | $36,000 | 201,910 |
| 2013-12-12 04:18 | 2013-12-10 | PANW | Palo Alto Networks Inc | Chandna Asheem | Director | SELL | $51.91 | 17,500 | $908,439 | 116,598 |
| 2013-12-12 04:17 | 2013-12-09 | PANW | Palo Alto Networks Inc | BONVANIE RENE | Officer | SELL | $52.00 | 37,500 | $1,950,000 | 265,053 |
| 2013-12-12 04:16 | 2013-12-09 | PANW | Palo Alto Networks Inc | Tomlinson Steffan | Officer | OPT+S | $51.92 | 40,000 | $2,076,912 | 5,449 |
Sector-Wide Insider Alpha
Analyzing insider movements across the Computer Peripheral Equipment, NEC sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (3577) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.
SEC Filings in Computer Peripheral Equipment, NEC
Every transaction in the Computer Peripheral Equipment, NEC 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.