Communications Equipment, NEC
Standard Industrial Classification: SIC 3669
Industry Insider Sentiment Analysis
The Communications Equipment, NEC sector (SIC 3669) 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 23:40 | 2025-08-14 | AIOT | PowerFleet Inc. | Towe Steven Mark | Director, Officer | BUY | $4.42 | 23,157 | $102,354 | 2,457,923 |
| 2025-08-15 02:08 | 2025-08-12 | INSG | INSEEGO CORP. | North Sound Trading, LP | Director, 10% owner | BUY | $8.72 | 55,001 | $479,504 | 2,143,769 |
| 2025-08-09 03:36 | 2025-08-06 | LITE | Lumentum Holdings Inc. | Wupen Yuen | Officer | SELL | $108.34 | 241 | $26,110 | 78,597 |
| 2025-08-05 23:32 | 2025-08-04 | LITE | Lumentum Holdings Inc. | Wupen Yuen | Officer | SELL | $109.91 | 482 | $52,977 | 78,838 |
| 2025-08-01 02:24 | 2025-07-29 | LITE | Lumentum Holdings Inc. | Retort Vincent | Officer | SELL | $110.00 | 22,719 | $2,499,090 | 121,747 |
| 2025-07-25 23:40 | 2025-07-23 | LITE | Lumentum Holdings Inc. | Wupen Yuen | Officer | SELL | $99.92 | 265 | $26,479 | 79,773 |
| 2025-07-23 00:54 | 2025-07-21 | LITE | Lumentum Holdings Inc. | Wupen Yuen | Officer | SELL | $102.68 | 528 | $54,212 | 80,038 |
| 2025-06-28 00:32 | 2025-06-26 | LITE | Lumentum Holdings Inc. | LOWE ALAN S | Director | SELL | $93.47 | 20,000 | $1,869,400 | 230,471 |
| 2025-06-20 14:00 | 2025-06-20 | AMPG | Amplitech Group Inc. | Mazziota Daniel Richard | Director | BUY | $2.00 | 7,157 | $14,314 | 247,900 |
| 2025-06-20 23:55 | 2025-06-18 | LITE | Lumentum Holdings Inc. | LOWE ALAN S | Director | SELL | $88.47 | 20,000 | $1,769,400 | 250,471 |
| 2025-06-06 23:03 | 2025-06-06 | NSSC | NAPCO SECURITY TECHNOLOGIES, INC | Spinelli Stephen M | Officer | SELL | $29.16 | 5,000 | $145,813 | 19,928 |
| 2025-06-07 01:35 | 2025-06-04 | LITE | Lumentum Holdings Inc. | Ali Wajid | Officer | SELL | $83.58 | 2,222 | $185,715 | 47,460 |
| 2025-06-07 01:33 | 2025-06-04 | LITE | Lumentum Holdings Inc. | LOWE ALAN S | Director | SELL | $83.58 | 10,000 | $835,800 | 270,471 |
| 2025-05-20 02:44 | 2025-05-16 | LITE | Lumentum Holdings Inc. | Kim Jae | Officer | SELL | $77.98 | 4,577 | $356,914 | 31,534 |
| 2025-05-20 02:51 | 2025-05-16 | LITE | Lumentum Holdings Inc. | Wupen Yuen | Officer | SELL | $76.93 | 579 | $44,544 | 81,008 |
| 2025-05-20 02:16 | 2025-05-15 | VISL | Vislink Technologies, Inc. | Hale Capital Partners, LP | 10% owner | BUY | $2.51 | 20,500 | $51,455 | 416,503 |
| 2025-05-16 02:57 | 2025-05-13 | LITE | Lumentum Holdings Inc. | Wupen Yuen | Officer | SELL | $74.59 | 13,568 | $1,011,990 | 82,957 |
| 2025-05-09 02:09 | 2025-05-06 | VISL | Vislink Technologies, Inc. | Hale Capital Partners, LP | 10% owner | BUY | $2.42 | 18,409 | $44,576 | 396,003 |
| 2025-05-02 03:59 | 2025-04-29 | VISL | Vislink Technologies, Inc. | Hale Capital Partners, LP | 10% owner | BUY | $2.40 | 1,000 | $2,398 | 377,594 |
| 2025-04-29 01:43 | 2025-04-24 | VISL | Vislink Technologies, Inc. | Hale Capital Partners, LP | 10% owner | BUY | $2.32 | 1,800 | $4,179 | 376,594 |
| 2025-04-16 02:30 | 2025-04-11 | VISL | Vislink Technologies, Inc. | Hale Capital Partners, LP | 10% owner | BUY | $2.42 | 3,028 | $7,318 | 374,794 |
| 2025-04-11 01:49 | 2025-04-08 | VISL | Vislink Technologies, Inc. | Hale Capital Partners, LP | 10% owner | BUY | $2.53 | 734 | $1,854 | 371,766 |
| 2025-04-09 19:20 | 2025-04-08 | AMPG | Amplitech Group Inc. | Mazziota Daniel Richard | Director | BUY | $1.39 | 5,000 | $6,950 | 240,743 |
| 2025-04-08 02:39 | 2025-04-03 | VISL | Vislink Technologies, Inc. | Hale Capital Partners, LP | 10% owner | BUY | $2.49 | 2,008 | $5,001 | 371,032 |
| 2025-04-03 01:35 | 2025-03-31 | VISL | Vislink Technologies, Inc. | Hale Capital Partners, LP | 10% owner | BUY | $2.51 | 2,735 | $6,851 | 369,024 |
| 2025-03-27 18:52 | 2025-03-24 | VISL | Vislink Technologies, Inc. | Hale Capital Partners, LP | 10% owner | BUY | $2.59 | 163 | $422 | 366,289 |
| 2025-03-15 01:39 | 2025-03-12 | VISL | Vislink Technologies, Inc. | Hale Capital Partners, LP | 10% owner | BUY | $809.41 | 585 | $473,505 | 366,126 |
| 2025-03-12 03:25 | 2025-03-07 | VISL | Vislink Technologies, Inc. | Hale Capital Partners, LP | 10% owner | BUY | $2.49 | 13,884 | $34,542 | 365,541 |
| 2025-03-07 05:51 | 2025-03-04 | VISL | Vislink Technologies, Inc. | Hale Capital Partners, LP | 10% owner | BUY | $2.49 | 17,455 | $43,449 | 351,657 |
| 2025-03-06 00:05 | 2025-03-03 | INSG | INSEEGO CORP. | Sarvikas Juho | Director, Officer | BUY | $9.78 | 10,000 | $97,800 | 134,347 |
| 2025-03-01 03:14 | 2025-02-26 | VISL | Vislink Technologies, Inc. | Hale Capital Partners, LP | 10% owner | BUY | $2.50 | 1,689 | $4,216 | 334,202 |
| 2025-02-26 04:19 | 2025-02-21 | VISL | Vislink Technologies, Inc. | Hale Capital Partners, LP | 10% owner | BUY | $2.51 | 8,199 | $20,548 | 332,513 |
| 2025-02-21 02:53 | 2025-02-18 | LITE | Lumentum Holdings Inc. | Ali Wajid | Officer | SELL | $78.34 | 2,172 | $170,161 | 51,976 |
| 2025-02-21 04:10 | 2025-02-18 | VISL | Vislink Technologies, Inc. | Hale Capital Partners, LP | 10% owner | BUY | $2.50 | 19,906 | $49,705 | 324,314 |
| 2025-02-15 03:58 | 2025-02-12 | VISL | Vislink Technologies, Inc. | Hale Capital Partners, LP | 10% owner | BUY | $2.46 | 28,993 | $71,343 | 304,408 |
| 2024-12-10 02:33 | 2024-12-05 | AIOT | PowerFleet Inc. | Lewis Catherine J | Officer | SELL | $6.83 | 270,000 | $1,843,344 | 52,972 |
| 2024-12-04 03:50 | 2024-11-29 | LITE | Lumentum Holdings Inc. | Ali Wajid | Officer | SELL | $85.06 | 29,887 | $2,542,158 | 56,492 |
| 2024-11-27 03:57 | 2024-11-25 | LITE | Lumentum Holdings Inc. | Retort Vincent | Officer | SELL | $89.52 | 41,710 | $3,733,829 | 147,515 |
| 2024-11-27 03:56 | 2024-11-22 | LITE | Lumentum Holdings Inc. | Johnson Julia Suzanne | Director | SELL | $85.82 | 2,058 | $176,618 | 23,287 |
| 2024-11-27 03:55 | 2024-11-22 | LITE | Lumentum Holdings Inc. | COVERT HAROLD L | Director | SELL | $88.11 | 5,416 | $477,211 | 3,313 |
| 2024-11-22 22:19 | 2024-11-22 | ESE | ESCO TECHNOLOGIES INC | Valdez Gloria L | Director | SELL | $148.60 | 2,349 | $349,050 | 0 |
| 2024-11-23 01:04 | 2024-11-21 | HEAR | Turtle Beach Corp | Ballard Lloyd Gregory | Director | OPT+S | $15.00 | 5,542 | $83,130 | 37,123 |
| 2024-11-23 03:01 | 2024-11-20 | LITE | Lumentum Holdings Inc. | COVERT HAROLD L | Director | SELL | $81.78 | 3,345 | $273,554 | 8,729 |
| 2024-11-22 00:26 | 2024-11-20 | HEAR | Turtle Beach Corp | Keirn Cris | Director, Officer | BUY | $14.86 | 3,000 | $44,580 | 35,648 |
| 2024-11-21 03:18 | 2024-11-18 | LITE | Lumentum Holdings Inc. | HERSCHER PENNY | Director | SELL | $81.29 | 2,167 | $176,160 | 6,310 |
| 2024-11-18 15:56 | 2024-11-15 | INSG | INSEEGO CORP. | BRACE PHILIP G | Director, Officer | BUY | $12.40 | 10,000 | $124,000 | 177,763 |
| 2024-11-15 03:36 | 2024-11-13 | LITE | Lumentum Holdings Inc. | Sepe Matthew Joseph | Officer | SELL | $87.60 | 8,172 | $715,859 | 21,138 |
| 2024-11-15 03:33 | 2024-11-12 | LITE | Lumentum Holdings Inc. | COVERT HAROLD L | Director | SELL | $87.17 | 15,000 | $1,307,543 | 8,761 |
| 2024-10-07 23:36 | 2024-10-07 | AMPG | Amplitech Group Inc. | Flores Jorge Luis | Officer | BUY | $0.75 | 5,000 | $3,765 | 25,000 |
| 2024-09-17 02:23 | 2024-09-12 | NSSC | NAPCO SECURITY TECHNOLOGIES, INC | BEEBER PAUL STEPHEN | Director | OPT+S | $37.12 | 708 | $26,281 | 2,681 |
Sector-Wide Insider Alpha
Analyzing insider movements across the Communications Equipment, NEC sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (3669) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.
SEC Filings in Communications Equipment, NEC
Every transaction in the Communications 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.