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Sector Analysis

Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip

Standard Industrial Classification: SIC 3585

Industry Insider Sentiment Analysis

The Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip sector (SIC 3585) 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
2025-07-02 23:09 2025-07-01 LII LENNOX INTERNATIONAL INC NORRIS JOHN W III Director SELL $600.00 3,190 $1,914,000 207,286
2025-06-25 00:41 2025-06-03 TGEN TECOGEN INC. Lafaille Stephen Officer SELL $5.76 60,000 $345,798 400
2025-06-25 00:41 2025-03-03 TGEN TECOGEN INC. Lafaille Stephen Officer BUY $2.50 400 $1,000 400
2025-06-11 01:50 2025-06-09 AIRJ Airjoule Technologies Corp. Gutke Jeff Officer OPT+S $4.23 1,605 $6,790 99,838
2025-06-11 01:49 2025-06-09 AIRJ Airjoule Technologies Corp. Pang Stephen S. Officer OPT+S $4.23 7,635 $32,298 15,490
2025-06-11 01:47 2025-06-09 AIRJ Airjoule Technologies Corp. EILERS PATRICK C Director, Officer OPT+S $4.23 1,931 $8,169 1,783,595
2025-06-11 01:46 2025-06-09 AIRJ Airjoule Technologies Corp. JORE MATTHEW B Director, Officer, 10% owner OPT+S $4.23 3,865 $16,350 7,699,931
2025-06-06 23:47 2025-06-06 JCI Johnson Controls International plc RATHNINDE ANURUDDHA Officer SELL $103.13 15,000 $1,546,950 42,574
2025-06-06 00:36 2025-06-05 CARR CARRIER GLOBAL Corp Viessmann Maximilian Director SELL $70.30 4,267,425 $299,999,978 54,341,534
2025-06-03 01:47 2025-06-02 JCI Johnson Controls International plc MANNING NATHAN D Officer SELL $100.90 1,422 $143,480 143,282
2025-05-21 22:23 2025-05-19 AAON AAON, INC. Wichman Gordon Douglas OPT+S $104.68 25,277 $2,645,921 8,754
2025-05-13 02:18 2025-05-09 JCI Johnson Controls International plc Oliver George Director SELL $91.70 100,000 $9,170,000 904,305
2025-05-09 01:38 2025-05-08 JCI Johnson Controls International plc Vandiepenbeeck Marc Officer OPT+S $90.92 28,289 $2,572,169 147,673
2025-05-08 22:26 2025-05-06 AAON AAON, INC. Fields Gary D Director, Officer OPT+S $97.23 74,412 $7,235,302 26,491
2025-05-08 19:47 2025-05-07 LII LENNOX INTERNATIONAL INC Kosel Chris Officer SELL $568.06 509 $289,140 1,582
2025-05-02 23:59 2025-05-01 JCI Johnson Controls International plc MANNING NATHAN D Officer SELL $86.91 1,422 $123,593 144,704
2025-04-02 01:26 2025-04-01 JCI Johnson Controls International plc MANNING NATHAN D Officer SELL $79.72 1,422 $113,362 145,502
2025-03-26 00:11 2023-10-09 TGEN TECOGEN INC. LEWIS EARL R Director BUY $0.80 2,000 $1,600 627,000
2025-03-14 18:15 2025-03-05 AAON AAON, INC. Stewart David Raymond Director BUY $80.86 1,000 $80,860 3,000
2025-03-14 21:36 2025-03-12 JCI Johnson Controls International plc Oliver George Director SELL $79.34 200,000 $15,867,200 1,003,893
2025-03-04 23:23 2025-03-03 JCI Johnson Controls International plc MANNING NATHAN D Officer SELL $86.23 1,422 $122,619 146,924
2025-02-27 00:24 2025-02-24 JCI Johnson Controls International plc Oliver George Officer OPT+S $84.12 253,739 $21,345,032 1,203,893
2025-02-24 19:32 2025-02-21 LII LENNOX INTERNATIONAL INC Kosel Chris Officer SELL $644.20 194 $124,975 1,282
2025-02-20 01:51 2025-02-14 CARR CARRIER GLOBAL Corp Crockett Kyle Officer OPT+S $65.18 18,945 $1,234,884 4,573
2025-02-15 02:03 2025-02-13 JCI Johnson Controls International plc Oliver George Officer OPT+S $88.86 325,788 $28,950,434 1,203,893
2025-02-12 04:44 2025-02-10 JCI Johnson Controls International plc Oliver George Officer OPT+S $89.10 410,335 $36,561,546 1,203,893
2025-02-08 01:36 2025-02-06 JCI Johnson Controls International plc MCCONEGHY DANIEL C Officer SELL $87.73 1,950 $171,074 24,803
2025-02-08 01:15 2025-02-06 JCI Johnson Controls International plc Oliver George Officer OPT+S $87.10 410,336 $35,741,866 1,260,527
2025-02-08 01:22 2025-02-06 JCI Johnson Controls International plc Donofrio John Officer OPT+S $87.15 69,746 $6,078,364 28,543
2025-02-05 23:49 2025-02-04 LII LENNOX INTERNATIONAL INC Torres John D Officer OPT+S $582.55 1,787 $1,041,011 3,269
2025-02-05 01:31 2025-02-03 JCI Johnson Controls International plc MANNING NATHAN D Officer SELL $76.44 1,421 $108,621 148,346
2024-12-23 21:33 2024-12-20 JCI Johnson Controls International plc Vandiepenbeeck Marc Officer SELL $78.60 186 $14,620 91,372
2024-12-17 17:33 2024-12-13 AAON AAON, INC. Wakefield Stephen E Officer SELL $130.99 5,362 $702,368 4,558
2024-12-13 00:10 2024-12-11 JCI Johnson Controls International plc SULLIVAN MARLON Officer SELL $83.35 7,230 $602,605 32,246
2024-12-13 00:14 2024-12-11 JCI Johnson Controls International plc Oliver George Officer OPT+S $83.25 124,497 $10,363,890 1,267,716
2024-12-11 02:25 2024-12-10 JCI Johnson Controls International plc Oliver George Officer OPT+S $82.67 124,497 $10,292,167 1,267,716
2024-12-06 19:18 2024-12-05 AAON AAON, INC. Thompson Rebecca Officer OPT+S $138.00 5,000 $690,000 17,297
2024-12-06 17:14 2024-11-22 TGEN TECOGEN INC. LEWIS EARL R Director BUY $0.71 100,000 $71,000 737,000
2024-12-06 17:12 2023-10-09 TGEN TECOGEN INC. LEWIS EARL R Director BUY $0.80 2,000 $1,600 637,000
2024-12-05 01:01 2024-12-03 JCI Johnson Controls International plc Vandiepenbeeck Marc Officer SELL $83.64 186 $15,557 93,027
2024-11-29 18:36 2024-11-27 LII LENNOX INTERNATIONAL INC Buck Sherry Director SELL $660.74 500 $330,370 1,693
2024-11-27 00:01 2024-11-25 AAON AAON, INC. Wakefield Stephen E Officer SELL $139.86 5,750 $804,180 9,920
2024-11-26 23:56 2024-11-25 AAON AAON, INC. Fields Gary D Director, Officer OPT+S $139.66 12,160 $1,698,266 64,295
2024-11-26 20:01 2024-11-25 LII LENNOX INTERNATIONAL INC TESKE TODD J Director SELL $675.52 500 $337,760 7,911
2024-11-26 02:46 2024-11-22 JCI Johnson Controls International plc Oliver George Officer OPT+S $83.73 180,734 $15,131,972 1,166,992
2024-11-22 02:52 2024-11-20 JCI Johnson Controls International plc Oliver George Officer OPT+S $83.12 293,534 $24,397,695 1,166,992
2024-11-21 01:46 2024-11-20 JCI Johnson Controls International plc Vandiepenbeeck Marc Officer SELL $83.61 186 $15,551 83,353
2024-11-20 21:12 2024-11-18 AAON AAON, INC. Kidwell Casey Officer OPT+S $135.14 1,421 $192,034 4,953
2024-11-19 01:35 2024-11-15 AAON AAON, INC. Fields Gary D Director, Officer OPT+S $132.03 35,000 $4,621,050 64,295
2024-11-18 22:34 2024-11-15 JCI Johnson Controls International plc Oliver George Officer OPT+S $84.60 110,616 $9,358,114 1,244,617
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (3585) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip

Every transaction in the Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip 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.